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MFA Wealth Services

MFA Wealth Services. CRD 169013

M

CRD: 169013

MFA Wealth Services

Thousand Oaks, CA, 91360
8334965474
$293.1M Total AUM
$292.4M Disc. AUM
17.5% 3Y CAGR
3 Employees
224 ADV. Clients
12 yrs Firm Age

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Firm Details

Custodian
American Funds · Fidelity/NFS · Pershing
Clients
Retail
Platforms
Optima horizon
Established Date
10-17-2013
Office Locations
1

Office Locations

100 E. Thousand Oaks Blvd. #258 Thousand Oaks CA

About MFA Wealth Services

MFA Wealth Services is a Thousand Oaks, CA wealth management firm providing asset management, investment counseling, and advanced wealth planning alongside tax, estate and trust planning (legal work delivered through independent Cornerstone Law Center). The team also advises on insurance solutions including annuities, life and long term care. Client focus includes business owners and entrepreneurs, with portfolios implemented using vehicles such as ETFs and mutual funds, and custody relationships including Fidelity/NFS and Pershing.

Team overview

36 AVG AGE
$97.7M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
12.7 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
12yrs Firm Age

Insights

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Asset Classes

Capital optima Unison Signal Radial crest Oak north

Client Personas

Bridge Ember

Custodian

Eagle

Investment Themes

Focus Frontier summit Capital

Investment Vehicles

Delta ember

Platform

Atlas radial

Services

Prime Beacon Legacy Radial Harbor Prime

Technology

Zenith insight

Owner & Executives

M

MICHAEL EARL GARNER

Chief Compliance Officer

CRD
#4936494
Ownership
50% but less than 75%
(204) 626-7484
vector.catalyst@bridgecapital.com
in linkedin.com/in/ember-horizon
CHRISTOPHER D MATTERN

CHRISTOPHER D MATTERN

President

CRD
#5202739
Ownership
50% but less than 75%
(417) 806-1821
atlas.atlas@embercapital.com
in linkedin.com/in/vital-peak

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
12-08-2022
11-01-2023
02-21-2024
01-21-2025
01-16-2026
Category Assets AVG. Account size
Discretionary $292,433,490 $484,964
Non-Discretionary $642,740 $6,240
Total $293,076,230 $415,122

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Separately Managed Accounts

Total SMA Asset: $293,076,230

$293.1M Total SMA
Public Funds:
18.2%
Equity - Exchange:
7.0%
Private Funds:
21.9%
Other:
6.8%
U.S. Government/Agency:
9.6%
Cash:
15.3%
Equity - OTC:
21.2%
Asset class Assets Assets %
Public Funds $998,728,744 18.2%
Equity - Exchange $384,126,440 7.0%
Private Funds $1,201,767,005 21.9%
Other $373,151,399 6.8%
U.S. Government/Agency $526,801,975 9.6%
Cash $839,590,648 15.3%
Equity - OTC $1,163,354,362 21.2%
Total $5,487,520,573 100.0%

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