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- Custodian
- Cibc Mellon · Fidelity/NFS · SEI
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-01-2001
- Office Locations
- 1
Office Locations
About Mg&a Wealth
MG&A Wealth is an independent wealth management firm founded in 1984, serving families and business owners across 35+ U.S. states. The team delivers financial planning, goal setting, and ongoing portfolio management through customized, actively managed portfolios. Investment implementation includes meaningful use of ETFs and municipal bonds. A unique differentiator for partners: a long-tenured team (12-year average) and multilingual coverage (English, Spanish, Portuguese, Cantonese).
Reported data analysis
What the numbers show
Between September 19, 2025 and March 31, 2026, reported AUM increased 27.0%, from $801.7M to $1.0B.
Across 5 reported observations, AUM increased 34.0% between December 22, 2022 and March 31, 2026, from $759.7M to $1.0B.
Of the latest reported AUM, 85.3% is discretionary and 14.7% is non-discretionary.
The firm reports 6 advisory representatives and 657 clients, or 109.5 clients per representative. That equates to $1.5M in reported AUM per client.
The profile lists 1 reported office location and 25 years in operation. The source data was last updated on March 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
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- Custodian
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Owner & Executives
TODD MICHAEL BATTAGLIA
Chief Executive Officer, President
- CRD
- #1965041
- Ownership
- 75% or more
HUGO MANUEL CALENZANI
Chief Investment Officer, Managing Partner, Vice President
- CRD
- #4924231
- Ownership
- 5% but less than 10%
Showing 2 of 5 owners & executives
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KARINA P HINKELMANN
Wealth Advisor
- CRD
- #6170793
Scott Lam
Wealth Advisor
- CRD
- #6909770
Showing 2 of 9 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $868,365,579 | $629,250 |
| Non-Discretionary | $149,537,416 | $274,885 |
| Total | $1,017,902,995 | $529,056 |
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Separately Managed Accounts
SMA allocation detail is available
Mg&a Wealth has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.