MFA WEALTH SERVICES
CRD #169013 SEC #801-108548 THOUSAND OAKS, CA 833-496-5474
SEC Registered
Total AUM
$248.2M
Discretionary
$239.8M
Employees
3
Clients
101
Accounts
608
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2025 | $248.2M | $239.8M | $8.4M | 3 | 0 |
| Feb 2024 | $224.1M | $214.8M | $9.3M | 3 | 0 |
| Nov 2023 | $191.5M | $179.4M | $12.1M | 3 | 0 |
| Apr 2023 | $191.5M | $179.4M | $12.1M | 3 | 0 |
| Jan 2023 | $181M | $162M | $19.1M | 3 | 0 |
| Dec 2022 | $178.1M | $0 | $178.1M | 3 | 0 |
| Jul 2022 | $178.1M | $0 | $178.1M | 3 | 0 |
| Feb 2022 | $207.6M | $0 | $207.6M | 3 | 0 |
| Jan 2021 | $183.8M | $0 | $183.8M | 3 | 0 |
| Jul 2020 | $161.4M | $0 | $161.4M | 3 | 0 |
| Jun 2020 | $161.4M | $0 | $161.4M | 3 | 0 |
| Feb 2020 | $161.4M | $0 | $161.4M | 3 | 0 |
| Jun 2019 | $140.3M | $140.3M | $0 | 4 | 0 |
| Jan 2019 | $140.3M | $140.3M | $0 | 4 | 0 |
| Feb 2018 | $145M | $0 | $145M | 4 | 1 |
| Sep 2017 | $133.9M | $0 | $133.9M | 4 | 300 |
| Feb 2017 | $142.9M | $0 | $142.9M | 4 | 300 |
| Jan 2017 | $110.4M | $0 | $110.4M | 5 | 300 |
| Oct 2016 | $110.4M | $0 | $110.4M | 5 | 300 |
DateJan 2025
Total AUM$248.2M
Discretionary$239.8M
Non-Disc.$8.4M
Employees3
Clients0
DateFeb 2024
Total AUM$224.1M
Discretionary$214.8M
Non-Disc.$9.3M
Employees3
Clients0
DateNov 2023
Total AUM$191.5M
Discretionary$179.4M
Non-Disc.$12.1M
Employees3
Clients0
DateApr 2023
Total AUM$191.5M
Discretionary$179.4M
Non-Disc.$12.1M
Employees3
Clients0
DateJan 2023
Total AUM$181M
Discretionary$162M
Non-Disc.$19.1M
Employees3
Clients0
DateDec 2022
Total AUM$178.1M
Discretionary$0
Non-Disc.$178.1M
Employees3
Clients0
DateJul 2022
Total AUM$178.1M
Discretionary$0
Non-Disc.$178.1M
Employees3
Clients0
DateFeb 2022
Total AUM$207.6M
Discretionary$0
Non-Disc.$207.6M
Employees3
Clients0
DateJan 2021
Total AUM$183.8M
Discretionary$0
Non-Disc.$183.8M
Employees3
Clients0
DateJul 2020
Total AUM$161.4M
Discretionary$0
Non-Disc.$161.4M
Employees3
Clients0
DateJun 2020
Total AUM$161.4M
Discretionary$0
Non-Disc.$161.4M
Employees3
Clients0
DateFeb 2020
Total AUM$161.4M
Discretionary$0
Non-Disc.$161.4M
Employees3
Clients0
DateJun 2019
Total AUM$140.3M
Discretionary$140.3M
Non-Disc.$0
Employees4
Clients0
DateJan 2019
Total AUM$140.3M
Discretionary$140.3M
Non-Disc.$0
Employees4
Clients0
DateFeb 2018
Total AUM$145M
Discretionary$0
Non-Disc.$145M
Employees4
Clients1
DateSep 2017
Total AUM$133.9M
Discretionary$0
Non-Disc.$133.9M
Employees4
Clients300
DateFeb 2017
Total AUM$142.9M
Discretionary$0
Non-Disc.$142.9M
Employees4
Clients300
DateJan 2017
Total AUM$110.4M
Discretionary$0
Non-Disc.$110.4M
Employees5
Clients300
DateOct 2016
Total AUM$110.4M
Discretionary$0
Non-Disc.$110.4M
Employees5
Clients300