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- Custodian
- Assetmark
- Clients
- Retail
- Platforms
- DeltaWave vital
- Established Date
- 10-31-2024
- Office Locations
- 1
Office Locations
About Mgfs Private Wealth, LLC
MGFS Private Wealth provides wealth & portfolio management and comprehensive planning (retirement, income, estate, and insurance) for busy professionals, business owners, and families navigating major life transitions and legacy goals. The team emphasizes transparent, discovery-led advice mindful of risk, taxes, and fees, and is known for its GRIP Roadmap retirement income planning book and client access via platforms such as Pershing and AssetMark.
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Owner & Executives
ADAM LOUIS SCHWARTZ
Chief Compliance Officer, Managing Member, Wealth Advisor
- CRD
- #2250262
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $116,744,929 | $212,650 |
| Total | $116,744,929 | $212,650 |
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Separately Managed Accounts
Total SMA Asset: $116,744,929
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,158,006,627 | 20.0% |
| Equity - Exchange | $1,430,138,184 | 24.7% |
| Cash | $1,887,550,802 | 32.6% |
| Corporate - Investment Grade | $1,314,337,522 | 22.7% |
| Total | $5,790,033,135 | 100.0% |