Mg&A Wealth - Investment Advisers

About Mg&A Wealth

Mg&a Wealth is an investment adviser headquartered in Plantation, Florida, and its legal name is Meg Green & Associates, Inc. The firm reports about $1.02 billion in regulatory assets under management, serves clients in more than 35 states, and has 15 employees. It operates as a fee-based fiduciary focused on family wealth, offering financial planning and investment management. Tax services are provided through a related entity, MG&A Tax LLC. Among the investment advisers in Florida, it is one of the firms that manages money for clients across the country. The firm was founded in 1984 by Meg Green, who later became a frequent media commentator on financial planning. She retired in 2016, and Todd Battaglia, a longtime partner, took ownership of the firm that year. Under his leadership, the firm has described a collaborative team structure, deeper work with ultra-high net worth families, and expanded portfolio management and tax management capabilities. The firm's approach combines financial planning with investment management and covers topics from financial literacy to estate and legacy planning. Its disclosures state that brokerage accounts are held through StoneX Securities Inc., which is not affiliated with the advisory firm. Other registered advisers can be found in the U.S. investment adviser directory. Note: only two link slots were provided, so the text includes two links rather than the requested three to five.

Key Facts

Assets Under Management

$1.02B

Employees

15

SEC File Number

801-108236