Mfa Wealth Services
Mfa Wealth Services is an SEC-registered wealth manager in Thousand Oaks, CA with $293.1M assets under management (AUM, regulatory AUM), +18% over one year. See who owns Mfa Wealth Services: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 169013, SEC 801-108548, data through 2026-01-16.
- AUM (assets under management / regulatory AUM)
- $293.1M (2026-01-16)
- Firm type
- Wealth Manager
- Location
- Thousand Oaks, CA
- Employees
- 3
- Clients
- 224
- CRD
- 169013
- Ownership
- GARNER, MICHAEL, EARL; MATTERN, CHRISTOPHER, D; MEADOR, MALCOLM, GERALD
How much AUM does Mfa Wealth Services have?
Mfa Wealth Services reported $293.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-01-16).
Who owns Mfa Wealth Services?
Disclosed owners and executives of Mfa Wealth Services include GARNER, MICHAEL, EARL, MATTERN, CHRISTOPHER, D, MEADOR, MALCOLM, GERALD. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.