Wealth manager, independent · Plantation, FL
Mg&a Wealth
MEG Green & Associates, Inc. · SEC-registered investment adviser · CRD 284866 · SEC 801-108236
At a glance
Mg&a Wealth is an SEC-registered investment adviser based in Plantation, Florida, with $1.0B in regulatory assets under management as of its Form ADV filed September 29, 2026. It reports 644 individual clients, 231 of them high-net-worth, holding an average of about $1.5 million each, and 15 employees. That ranks it 1086th among the nation’s 5,657 independent wealth management RIAs and 57th of 343 in Florida. It reports Fidelity as the custodian for its clients’ separately managed accounts.
Main office 954-289-9000meggreen.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $1.0B
- Rank among independent wealth managers
- #1,086 of 5,657
- Rank among all SEC RIAs
- #5,326 of 17,210
- Rank in Florida
- #57 of 343
- Individual clients
- 644
- High-net-worth clients
- 231
- Accounts
- 1,924
- Discretionary
- 85% of AUM
- Employees
- 15
- Advisory staff
- 6
- Offices
- 3
Owners and executives on its Form ADV
- Todd M. BattagliaPresident/ceo
- Mallory C. MangrumChief Compliance Officer
- Kevin B. McGannVice President/coo
- James S. O'HalloranManaging Partner
- Hugo M. CalenzaniManaging Partner and CIO
Custody and brokerage
Broker-dealer
Hybrid RIA
Mg&a Wealth is a hybrid RIA: 11 of its employees are also registered representatives of a broker-dealer.
Form ADV Part 1 doesn’t name an unaffiliated broker-dealer. The firm’s Part 2A brochure (Item 10) and each adviser’s record on the SEC’s adviser search do.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 231 | $834M | 82% |
| Individuals | 413 | $126M | 12% |
| Pooled investment vehicles | 2 | $47M | 5% |
| Corporations or other businesses | 2 | $11M | 1% |
| Charitable organizations | 9 | $1M | <1% |
Private funds
Mg&a Wealth reports 1 private funds with $47M in gross assets: private equity funds (Form ADV Item 7.B).
Disciplinary disclosures
Mg&a Wealth reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
- Other
Form ADV and brochures on the SEC’s adviser search ↗meggreen.com ↗
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The full record on Mg&a Wealth
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 9 years of filings
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- Growth over one, three and five years
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- Rank against 3,491 peers of its type and size
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- Owners and executives, with titles and stakes
- 5 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in Florida
All of Florida →| Firm | Regulatory AUM | Clients |
|---|---|---|
| Aviance Capital Partners LLCNaples | $1.1B | 372 |
| Jackson Wealth Management, LLCLake Mary | $1.1B | 900 |
| Fitzroy Investment Advisors LLCAventura | $1.0B | 81 |
Background
Questions
How much does Mg&a Wealth manage?
Mg&a Wealth reports $1.0B in regulatory assets under management across 1,924 accounts, 85% of it on a discretionary basis, on its Form ADV filed September 29, 2026.
How many clients does Mg&a Wealth have?
It reports 644 individual clients: 231 high-net-worth individuals and 413 other individuals. Individuals account for about 94% of its regulatory assets.
Where is Mg&a Wealth headquartered?
Its main office is in Plantation, Florida. It reports 3 offices in total and 15 employees, 6 of whom perform investment advisory functions.
How does Mg&a Wealth charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; hourly charges; fixed fees; other. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does Mg&a Wealth use?
It reports Fidelity as the custodian for its clients’ separately managed accounts. On Schedule D of its Form ADV filed September 29, 2026, it reports these amounts held: Fidelity ($994M). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is Mg&a Wealth a hybrid RIA with a broker-dealer?
Mg&a Wealth is a hybrid RIA: 11 of its employees are also registered representatives of a broker-dealer. Those representatives can also earn commissions on brokerage business through the broker-dealer, where different rules apply than for advisory accounts.
Is Mg&a Wealth a fiduciary?
As an SEC-registered investment adviser, Mg&a Wealth owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. 11 of its employees are also registered representatives of a broker-dealer, where different rules apply to brokerage recommendations.
Where these numbers come from
Every figure is Mg&a Wealth’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-09-29), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →