Mgb Wealth Management, LLC
CRD 307995SEC# 801-118395Addison, TX
No longer SEC-registered. Mgb Wealth Management, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$421.9M
Employees
5
Accounts
305
Location
Addison, TX
Mgb Wealth Management, LLC assets under management
Mgb Wealth Management, LLC is a registered investment adviser overseen by the SEC based in Addison, TX. It reports $421.9 million in regulatory assets under management and employs 5 people.
Mgb Wealth Management, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Michael Glen Bailey Control | Elected Manager, Cco | Over 75% | 2020 |
Frequently asked questions
How much does Mgb Wealth Management, LLC manage?
Mgb Wealth Management, LLC reports $421.9 million in regulatory assets under management on its Form ADV.
How many employees does Mgb Wealth Management, LLC have?
Mgb Wealth Management, LLC reports 5 employees.
Where is Mgb Wealth Management, LLC located?
Mgb Wealth Management, LLC is based in Addison, TX.
Does Mgb Wealth Management, LLC disclose fund performance?
Mgb Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 15455 Dallas Parkway, Suite 1080, Addison, TX 75001 |
| Office hours | 8:00a.m. - 4:00p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$421.9MNo change
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 52%
Larger than 48% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$421.9Mregulatory AUM
Discretionary $340.6MNon-discretionary $81.4M