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MFA WEALTH SERVICES

SEC Form ADV profile.

Total regulatory AUM
$309,972,977
Discretionary
$292,108,019
Non-discretionary
$17,864,958

Firm details

CRD number
169013
SEC file number
801-108548
Main office
THOUSAND OAKS, CA, United States
Employees
3
SEC status
Approved
Fee structure
Percentage of AUM Hourly Fixed fees

As of October 2026.