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MD WEALTH ADVISORS INC
CRD 304595 · SEC 801-135977
20 COMMERCE DRIVE, SUITE 135, CRANFORD, NJ, 07016, United States
Phone
908-440-0811
Fax
908-440-0817
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$105.2M
Discretionary AUM
$105.2M
Team
1 total employees; 1 advisory reps; 2 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees; Commissions
Org form
Corporation
Filing date
2026-04-08
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 82 | $11.3M |
| High net worth individuals | 81 | $79.9M |
| Pension/profit sharing plans | 7 | $6.9M |
| Charitable organizations | 1 | $319K |
| Corporations/business entities | 13 | $6.9M |
States served
NJ, NY, TX
All web addresses on file
Official SEC filing: View on IAPD