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- Custodian
- LPL Financial
- Clients
- Retail and Institutional
- Platforms
- EmberMeridian capital
- Established Date
- 08-05-2024
- Office Locations
- 1
Office Locations
About MMG Wealth Management
MMG Wealth Management is a Grand Haven, Michigan registered investment advisor led by CFP professional Melissa Myers. The firm provides strategic financial planning and ongoing wealth management/investment advisory services, with a focus on women—especially those who are divorced, widowed, or primary financial decision-makers—and dedicated planning support for health care professionals. Myers is the author of the “Going Rogue!” personal finance book and hosts the Going Rogue 2.0 podcast.
Team overview
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Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
MELISSA JO MYERS
Chief Compliance Officer, Investment Advisor, Owner
- CRD
- #4189919
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
BRENDA LOUISE BRIDGES
--
- CRD
- #6294791
Holleigh J Urbanik
Financial Advisor, General Partner
- CRD
- #7554895
Showing 2 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $33,927,307 | -- |
| Non-Discretionary | $0 | -- |
| Total | $33,927,307 | -- |
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Separately Managed Accounts
Total SMA Asset: $33,927,307
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $742,787,233 | 31.7% |
| Cash | $393,653,802 | 16.8% |
| Equity - Exchange | $866,975,634 | 37.0% |
| Municipal Bonds | $339,760,721 | 14.5% |
| Total | $2,343,177,390 | 100.0% |