LP Profile

MFA Wealth Services

Also known as mfa wealth services

Wealth ManagerThousand Oaks, United StatesFounded 2002
$178M
Assets Under Management
Thousand Oaks
Headquarters
Investment Focus

About MFA Wealth Services

MFA Wealth Services is a wealth manager based in Thousand Oaks, US. Founded in 2002. Reported AUM: 178 USD millions.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to MFA Wealth Services from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$293.1M
Total Clients
706
Filing Date
January 16, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to MFA Wealth Services across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is MFA Wealth Services?

MFA Wealth Services is a wealth manager based in Thousand Oaks, United States, managing approximately $178M in assets.

Where is MFA Wealth Services headquartered?

MFA Wealth Services is headquartered in Thousand Oaks, United States.

How much does MFA Wealth Services manage?

MFA Wealth Services manages approximately $178M in assets under management.

When was MFA Wealth Services founded?

MFA Wealth Services was founded in 2002.

How can I contact MFA Wealth Services?

Verified contact details, key decision-makers, and investment preferences for MFA Wealth Services are available on LPbacked. Create a free account to access them.