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Mgb Wealth Management, LLC

CRD 307995SEC# 801-118395Addison, TX
Export (members)
No longer SEC-registered. Mgb Wealth Management, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$421.9M
Employees
5
Accounts
305
Location
Addison, TX

Mgb Wealth Management, LLC assets under management

Mgb Wealth Management, LLC is a registered investment adviser overseen by the SEC based in Addison, TX. It reports $421.9 million in regulatory assets under management and employs 5 people.

Mgb Wealth Management, LLC owners & executives

1 reported
NameTitleOwnershipSince
Michael Glen Bailey ControlElected Manager, CcoOver 75%2020

Frequently asked questions

How much does Mgb Wealth Management, LLC manage?

Mgb Wealth Management, LLC reports $421.9 million in regulatory assets under management on its Form ADV.

How many employees does Mgb Wealth Management, LLC have?

Mgb Wealth Management, LLC reports 5 employees.

Where is Mgb Wealth Management, LLC located?

Mgb Wealth Management, LLC is based in Addison, TX.

Does Mgb Wealth Management, LLC disclose fund performance?

Mgb Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address15455 Dallas Parkway, Suite 1080, Addison, TX 75001
Office hours8:00a.m. - 4:00p.m.
Discloses disciplinary historyNo

Assets under management

Discretionary$340.6M
Non-discretionary$81.4M
Total (RAUM)$421.9M