MGO PRIVATE WEALTH, LLC
CRD #283909 SEC #801-108057 NEWPORT, CA (949) 207-3241
SEC Registered
Total AUM
$206.2M
Discretionary
$181M
Employees
4
Clients
11
Accounts
260
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $206.2M | $181M | $25.2M | 4 | 0 |
| Mar 2025 | $206.2M | $181M | $25.2M | 4 | 0 |
| Nov 2024 | $287.5M | $217.8M | $69.7M | 4 | 0 |
| Mar 2024 | $287.5M | $217.8M | $69.7M | 6 | 0 |
| Nov 2023 | $375.6M | $337.6M | $38M | 17 | 0 |
| Aug 2023 | $375.6M | $337.6M | $38M | 17 | 0 |
| Apr 2023 | $375.6M | $337.6M | $38M | 17 | 0 |
| Mar 2023 | $375.6M | $337.6M | $38M | 17 | 0 |
| Jan 2023 | $347.3M | $305.2M | $42.1M | 9 | 0 |
| Nov 2022 | $347.3M | $305.2M | $42.1M | 9 | 0 |
| Apr 2022 | $347.3M | $305.2M | $42.1M | 9 | 0 |
| Apr 2022 | $347.3M | $305.2M | $42.1M | 9 | 0 |
| Mar 2022 | $347.3M | $305.2M | $42.1M | 9 | 0 |
| Mar 2022 | $270.8M | $232.4M | $38.4M | 4 | 0 |
| Mar 2021 | $270.8M | $232.4M | $38.4M | 4 | 0 |
| Aug 2020 | $220.2M | $187.3M | $32.9M | 6 | 0 |
| Jul 2020 | $220.2M | $187.3M | $32.9M | 6 | 0 |
| Jul 2020 | $220.2M | $187.3M | $32.9M | 6 | 0 |
| Jun 2020 | $220.2M | $187.3M | $32.9M | 6 | 0 |
| Jun 2020 | $220.2M | $187.3M | $32.9M | 6 | 0 |
| Mar 2020 | $220.2M | $187.3M | $32.9M | 6 | 0 |
| Mar 2019 | $121.8M | $90.8M | $31M | 4 | 0 |
| Feb 2018 | $106.3M | $80.7M | $25.6M | 3 | 0 |
| Jul 2017 | $101.2M | $71M | $30.1M | 3 | 26 |
| May 2017 | $72.1M | $62.7M | $9.5M | 3 | 26 |
| Mar 2017 | $72.1M | $62.7M | $9.5M | 3 | 26 |
| Jan 2017 | $102.7M | $78.6M | $24.1M | 3 | 0 |
| Jul 2016 | $0 | $0 | $0 | 6 | 0 |
| Jun 2016 | $0 | $0 | $0 | 4 | 0 |
DateDec 2025
Total AUM$206.2M
Discretionary$181M
Non-Disc.$25.2M
Employees4
Clients0
DateMar 2025
Total AUM$206.2M
Discretionary$181M
Non-Disc.$25.2M
Employees4
Clients0
DateNov 2024
Total AUM$287.5M
Discretionary$217.8M
Non-Disc.$69.7M
Employees4
Clients0
DateMar 2024
Total AUM$287.5M
Discretionary$217.8M
Non-Disc.$69.7M
Employees6
Clients0
DateNov 2023
Total AUM$375.6M
Discretionary$337.6M
Non-Disc.$38M
Employees17
Clients0
DateAug 2023
Total AUM$375.6M
Discretionary$337.6M
Non-Disc.$38M
Employees17
Clients0
DateApr 2023
Total AUM$375.6M
Discretionary$337.6M
Non-Disc.$38M
Employees17
Clients0
DateMar 2023
Total AUM$375.6M
Discretionary$337.6M
Non-Disc.$38M
Employees17
Clients0
DateJan 2023
Total AUM$347.3M
Discretionary$305.2M
Non-Disc.$42.1M
Employees9
Clients0
DateNov 2022
Total AUM$347.3M
Discretionary$305.2M
Non-Disc.$42.1M
Employees9
Clients0
DateApr 2022
Total AUM$347.3M
Discretionary$305.2M
Non-Disc.$42.1M
Employees9
Clients0
DateApr 2022
Total AUM$347.3M
Discretionary$305.2M
Non-Disc.$42.1M
Employees9
Clients0
DateMar 2022
Total AUM$347.3M
Discretionary$305.2M
Non-Disc.$42.1M
Employees9
Clients0
DateMar 2022
Total AUM$270.8M
Discretionary$232.4M
Non-Disc.$38.4M
Employees4
Clients0
DateMar 2021
Total AUM$270.8M
Discretionary$232.4M
Non-Disc.$38.4M
Employees4
Clients0
DateAug 2020
Total AUM$220.2M
Discretionary$187.3M
Non-Disc.$32.9M
Employees6
Clients0
DateJul 2020
Total AUM$220.2M
Discretionary$187.3M
Non-Disc.$32.9M
Employees6
Clients0
DateJul 2020
Total AUM$220.2M
Discretionary$187.3M
Non-Disc.$32.9M
Employees6
Clients0
DateJun 2020
Total AUM$220.2M
Discretionary$187.3M
Non-Disc.$32.9M
Employees6
Clients0
DateJun 2020
Total AUM$220.2M
Discretionary$187.3M
Non-Disc.$32.9M
Employees6
Clients0
DateMar 2020
Total AUM$220.2M
Discretionary$187.3M
Non-Disc.$32.9M
Employees6
Clients0
DateMar 2019
Total AUM$121.8M
Discretionary$90.8M
Non-Disc.$31M
Employees4
Clients0
DateFeb 2018
Total AUM$106.3M
Discretionary$80.7M
Non-Disc.$25.6M
Employees3
Clients0
DateJul 2017
Total AUM$101.2M
Discretionary$71M
Non-Disc.$30.1M
Employees3
Clients26
DateMay 2017
Total AUM$72.1M
Discretionary$62.7M
Non-Disc.$9.5M
Employees3
Clients26
DateMar 2017
Total AUM$72.1M
Discretionary$62.7M
Non-Disc.$9.5M
Employees3
Clients26
DateJan 2017
Total AUM$102.7M
Discretionary$78.6M
Non-Disc.$24.1M
Employees3
Clients0
DateJul 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateJun 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0