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Mg&a Wealth

Mg&a Wealth. CRD 284866

M

CRD: 284866

Mg&a Wealth

Plantation, FL, 33324
9542899000
www.mgawealth.com
$1.0B Total AUM
$868.4M Disc. AUM
9.4% 3Y CAGR
15 Employees
657 ADV. Clients
25 yrs Firm Age

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Firm Details

Custodian
Cibc Mellon · Fidelity/NFS · SEI
Clients
Retail and Institutional
Platforms
--
Established Date
01-01-2001
Office Locations
1

Office Locations

8151 Peters Road Suite 3200 Plantation FL

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).

Team overview

54 AVG AGE
$169.7M AVG AUM / ADVISOR
$1.5M AVG AUM / CLIENT
10 yrs AVG TENURE
15 Employees
6 Advisory Reps
6 RIA Reps
25yrs Firm Age

Insights

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Asset Classes

Zenith Fusion Meridian peak Summit value Vertex Prime quantum

Custodian

Capital focus

Investment Themes

Legacy Vital

Investment Vehicles

Glacier wave Wave

Platform

Catalyst focus

Services

Quantum harbor Value ember Value vertex Bridge pathway Optima

Owner & Executives

T

TODD MICHAEL BATTAGLIA

Chief Executive Officer, President

CRD
#1965041
Ownership
75% or more
(647) 926-7578
oak.prime@crestcapital.com
in linkedin.com/in/value-fusion
HUGO MANUEL CALENZANI

HUGO MANUEL CALENZANI

Chief Investment Officer, Managing Partner, Vice President

CRD
#4924231
Ownership
5% but less than 10%
(456) 248-5387
frontier.vertex@bridgecapital.com
in linkedin.com/in/meridian-pathway
C

Crest prime

Alpha wave element

CRD
#24884
Ownership
38.9%
(850) 322-6271
summit.prime@vitalcapital.com
in linkedin.com/in/pathway-foundation

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Contacts

K

KARINA P HINKELMANN

Wealth Advisor

CRD
#6170793
(513) 310-9262
beacon.momentum@wavecapital.com
in linkedin.com/in/optima-wave
S

Scott Lam

Wealth Advisor

CRD
#6909770
(982) 329-1927
momentum.vital@capitalcapital.com
in linkedin.com/in/unison-ridge
M

Momentum pioneer

Zenith focus timber

CRD
#91589
(521) 733-8380
radial.vertex@timbercapital.com
in linkedin.com/in/radial-value

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
12-22-2022
10-24-2023
06-07-2024
09-19-2025
03-31-2026
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

Total SMA Asset: $970,755,709

$970.8M Total SMA
Equity - Exchange:
23.7%
Municipal Bonds:
12.0%
Public Funds:
7.4%
Cash:
7.4%
Private Funds:
20.9%
Equity - OTC:
18.3%
U.S. Government/Agency:
10.3%
Asset class Assets Assets %
Equity - Exchange $1,337,922,780 23.7%
Municipal Bonds $677,429,256 12.0%
Public Funds $417,748,041 7.4%
Cash $417,748,041 7.4%
Private Funds $1,179,855,954 20.9%
Equity - OTC $1,033,079,615 18.3%
U.S. Government/Agency $581,460,112 10.3%
Total $5,645,243,799 100.0%

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