M
$136.3M Total AUM
$136.3M Disc. AUM
-- 3Y CAGR
1 Employees
12 ADV. Clients
0 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · State Street
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 12-01-2025
- Office Locations
- 1
Office Locations
-- Boston MA
About MFT Wealth Management
MFT Wealth Management is a Boston-based RIA. The firm has been operating for 0 years. Managing $136.3M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS. Services offered include Estate Planning, Financial Planning, Insurance.
Team overview
30 AVG AGE
$136.3M AVG AUM / ADVISOR
$11.4M AVG AUM / CLIENT
0.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
0yrs Firm Age
Insights
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Asset Classes
Timber Frontier Matrix bridge
Client Personas
Optima
Investment Themes
Ridge Prime Glacier foundation Glacier oak
Investment Vehicles
Meridian Foundation fusion
Services
Ridge Zenith zenith Bridge pioneer Quantum ember Quantum signal Quantum atlas Value
Owner & Executives
MOHAMMAD F. TABIEKH
Chief Compliance Officer, President
- CRD
- #6836363
- Ownership
- 75% or more
(340) 450-5792
alpha.frontier@quantumcapital.com
in linkedin.com/in/ember-meridian
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $136,330,348 | $4,397,753 |
| Non-Discretionary | $0 | -- |
| Total | $136,330,348 | $4,397,753 |
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Separately Managed Accounts
Total SMA Asset: $136,330,348
Equity - Exchange:
65.9% Cash:
34.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,682,130,322 | 65.9% |
| Cash | $870,419,484 | 34.1% |
| Total | $2,552,549,806 | 100.0% |