| Name | Title | Ownership | Since |
|---|---|---|---|
| Charles Chi Young Control | Chief Compliance Officer | Under 5% | 2023 |
| Cynthia Pon Control | Chief Financial Officer | Under 5% | 2016 |
| Mgo Group, LLC Control | Managing Member | Over 75% | 2016 |
Mgo Private Wealth, LLC reports $206.2 million in regulatory assets under management on its Form ADV.
Mgo Private Wealth, LLC reports 4 employees.
Mgo Private Wealth, LLC is based in Irvine, CA and has been SEC-registered since 2016.
Mgo Private Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 111 Pacifica, Suite 300, Irvine, CA 92618 |
| Phone | (646) 884-7467 |
| Fax | (646) 514-4404 |
| Office hours | 8:00 a.m. - 3:30 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| CIK | 1952532 |
| Discloses disciplinary history | No |
| Discretionary | $181M |
| Non-discretionary | $25.2M |
| Total (RAUM) | $206.2M |