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MFT WEALTH MANAGEMENT
MFT WEALTH MANAGEMENT, INC.
CRD 339361 · SEC 801-134851
MA, United States
Phone
617-800-7922
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$136.3M
Discretionary AUM
$136.3M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 12 | $130.0M |
States served
MA, TX
All web addresses on file
Official SEC filing: View on IAPD