MGO PRIVATE WEALTH, LLC

CRD #283909 SEC #801-108057 NEWPORT, CA (949) 207-3241

SEC Registered

Total AUM

$206.2M

Discretionary

$181M

Employees

Clients

Accounts

260

Firm Details

Organization Type: Limited Liability Company
State of Formation: Delaware
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Dec 1, 2025
Branch Offices: 1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
LUNSFORD, TODD, ERIC	I	CHIEF COMPLIANCE OFFICER	NA	Control
LUNSFORD, TODD, ERIC	I	CHIEF COMPLIANCE OFFICER	NA	Control
LUNSFORD, TODD, ERIC	I	CHIEF COMPLIANCE OFFICER	NA	Control
LUNSFORD, TODD, ERIC	I	CHIEF COMPLIANCE OFFICER	NA	Control
LUNSFORD, TODD, ERIC	I	CHIEF COMPLIANCE OFFICER	NA	Control
LUNSFORD, TODD, ERIC	I	CHIEF COMPLIANCE OFFICER	NA	Control
LUNSFORD, TODD, ERIC	I	CHIEF COMPLIANCE OFFICER	NA	Control
LUNSFORD, TODD, ERIC	I	CHIEF COMPLIANCE OFFICER	NA	Control
LUNSFORD, TODD, ERIC	I	CHIEF COMPLIANCE OFFICER	NA	Control
LUNSFORD, TODD, ERIC	I	CHIEF COMPLIANCE OFFICER	NA	Control
LUNSFORD, TODD, ERIC	I	CHIEF COMPLIANCE OFFICER	NA	Control
LUNSFORD, TODD, ERIC	I	CHIEF COMPLIANCE OFFICER	NA	Control
LUNSFORD, TODD, ERIC	I	CHIEF COMPLIANCE OFFICER	NA	Control
LUNSFORD, TODD, ERIC	I	CHIEF COMPLIANCE OFFICER	NA	Control
LUNSFORD, TODD, ERIC	I	CHIEF COMPLIANCE OFFICER	NA	Control
LUNSFORD, TODD, ERIC	I	CHIEF COMPLIANCE OFFICER	NA	Control
LUNSFORD, TODD, ERIC	I	CHIEF COMPLIANCE OFFICER	NA	Control
LUNSFORD, TODD, ERIC	I	CHIEF COMPLIANCE OFFICER	NA	Control
LUNSFORD, TODD, ERIC	I	CHIEF COMPLIANCE OFFICER	NA	Control
LUNSFORD, TODD, ERIC	I	CHIEF COMPLIANCE OFFICER	NA	Control
LUNSFORD, TODD, ERIC	I	CHIEF COMPLIANCE OFFICER	NA	Control
LUNSFORD, TODD, ERIC	I	CHIEF COMPLIANCE OFFICER	NA	Control
LUNSFORD, TODD, ERIC	I	CHIEF COMPLIANCE OFFICER	NA	Control
LUNSFORD, TODD, ERIC	I	CHIEF COMPLIANCE OFFICER	NA	Control
PON, CYNTHIA	I	CHIEF FINANCIAL OFFICER	NA	Control
PON, CYNTHIA	I	CHIEF FINANCIAL OFFICER	NA	Control
PON, CYNTHIA	I	CHIEF FINANCIAL OFFICER	NA	Control
PON, CYNTHIA	I	CHIEF FINANCIAL OFFICER	NA	Control
PON, CYNTHIA	I	CHIEF FINANCIAL OFFICER	NA	Control
PON, CYNTHIA	I	CHIEF FINANCIAL OFFICER	NA	Control
PON, CYNTHIA	I	CHIEF FINANCIAL OFFICER	NA	Control
PON, CYNTHIA	I	CHIEF FINANCIAL OFFICER	NA	Control
PON, CYNTHIA	I	CHIEF FINANCIAL OFFICER	NA	Control
PON, CYNTHIA	I	CHIEF FINANCIAL OFFICER	NA	Control
PON, CYNTHIA	I	CHIEF FINANCIAL OFFICER	NA	Control
PON, CYNTHIA	I	CHIEF FINANCIAL OFFICER	NA	Control
PON, CYNTHIA	I	CHIEF FINANCIAL OFFICER	NA	Control
PON, CYNTHIA	I	CHIEF FINANCIAL OFFICER	NA	Control
PON, CYNTHIA	I	CHIEF FINANCIAL OFFICER	NA	Control
PON, CYNTHIA	I	CHIEF FINANCIAL OFFICER	NA	Control
PON, CYNTHIA	I	CHIEF FINANCIAL OFFICER	NA	Control
PON, CYNTHIA	I	CHIEF FINANCIAL OFFICER	NA	Control
PON, CYNTHIA	I	CHIEF FINANCIAL OFFICER	NA	Control
PON, CYNTHIA	I	CHIEF FINANCIAL OFFICER	NA	Control
PON, CYNTHIA	I	CHIEF FINANCIAL OFFICER	NA	Control
PON, CYNTHIA	I	CHIEF FINANCIAL OFFICER	NA	Control
PON, CYNTHIA	I	CHIEF FINANCIAL OFFICER	NA	Control
ROMAN, ROBERTO	I	CHIEF EXECUTIVE OFFICER	NA	Control
ROMAN, ROBERTO	I	CHIEF EXECUTIVE OFFICER	NA	Control
ROMAN, ROBERTO	I	CHIEF EXECUTIVE OFFICER	NA	Control
ROMAN, ROBERTO	I	CHIEF EXECUTIVE OFFICER	NA	Control
ROMAN, ROBERTO	I	CHIEF EXECUTIVE OFFICER	NA	Control
ROMAN, ROBERTO	I	CHIEF EXECUTIVE OFFICER	NA	Control
ROMAN, ROBERTO	I	CHIEF EXECUTIVE OFFICER	NA	Control
ROMAN, ROBERTO	I	CHIEF EXECUTIVE OFFICER	NA	Control
ROMAN, ROBERTO	I	CHIEF EXECUTIVE OFFICER	NA	Control
ROMAN, ROBERTO	I	CHIEF EXECUTIVE OFFICER	NA	Control
ROMAN, ROBERTO	I	CHIEF EXECUTIVE OFFICER	NA	Control
ROMAN, ROBERTO	I	CHIEF EXECUTIVE OFFICER	NA	Control
ROMAN, ROBERTO	I	CHIEF EXECUTIVE OFFICER	NA	Control
ROMAN, ROBERTO	I	CHIEF EXECUTIVE OFFICER	NA	Control
ROMAN, ROBERTO	I	CHIEF EXECUTIVE OFFICER	NA	Control
ROMAN, ROBERTO	I	CHIEF EXECUTIVE OFFICER	NA	Control
ROMAN, ROBERTO	I	CHIEF EXECUTIVE OFFICER	NA	Control
ROMAN, ROBERTO	I	CHIEF EXECUTIVE OFFICER	NA	Control
ROMAN, ROBERTO	I	CHIEF EXECUTIVE OFFICER	NA	Control
ROMAN, ROBERTO	I	CHIEF EXECUTIVE OFFICER	NA	Control
ROMAN, ROBERTO	I	CHIEF EXECUTIVE OFFICER	NA	Control
ROMAN, ROBERTO	I	CHIEF EXECUTIVE OFFICER	NA	Control
ROMAN, ROBERTO	I	CHIEF EXECUTIVE OFFICER	NA	Control
ROMAN, ROBERTO	I	CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER	NA	Control
YOUNG, CHARLES, CHI	I	CHIEF COMPLIANCE OFFICER	NA	Control
YOUNG, CHARLES, CHI	I	CHIEF COMPLIANCE OFFICER	NA	Control
YOUNG, CHARLES, CHI	I	CHIEF COMPLIANCE OFFICER	NA	Control
YOUNG, CHARLES, CHI	I	CHIEF COMPLIANCE OFFICER	NA	Control
YOUNG, CHARLES, CHI	I	CHIEF COMPLIANCE OFFICER	NA	Control
MGO GROUP, LLC	DE	MANAGING MEMBER	E	Control
MGO GROUP, LLC	DE	MANAGING MEMBER	E	Control
MGO GROUP, LLC	DE	MANAGING MEMBER	E	Control
MGO GROUP, LLC	DE	MANAGING MEMBER	E	Control
MGO GROUP, LLC	DE	MANAGING MEMBER	E	Control
MGO GROUP, LLC	DE	MANAGING MEMBER	E	Control
MGO GROUP, LLC	DE	MANAGING MEMBER	E	Control
MGO GROUP, LLC	DE	MANAGING MEMBER	E	Control
MGO GROUP, LLC	DE	MANAGING MEMBER	E	Control
MGO GROUP, LLC	DE	MANAGING MEMBER	E	Control
MGO GROUP, LLC	DE	MANAGING MEMBER	E	Control
MGO GROUP, LLC	DE	MANAGING MEMBER	E	Control
MGO GROUP, LLC	DE	MANAGING MEMBER	E	Control
MGO GROUP, LLC	DE	MANAGING MEMBER	E	Control
MGO GROUP, LLC	DE	MANAGING MEMBER	E	Control
MGO GROUP, LLC	DE	MANAGING MEMBER	E	Control
MGO GROUP, LLC	DE	MANAGING MEMBER	E	Control
MGO GROUP, LLC	DE	MANAGING MEMBER	E	Control
MGO GROUP, LLC	DE	MANAGING MEMBER	E	Control
MGO GROUP, LLC	DE	MANAGING MEMBER	E	Control
MGO GROUP, LLC	DE	MANAGING MEMBER	E	Control
MGO GROUP, LLC	DE	MANAGING MEMBER	E	Control
MGO GROUP, LLC	DE	MANAGING MEMBER	E	Control
MGO GROUP, LLC	DE	MANAGING MEMBER	E	Control
MGO GROUP, LLC	DE	MANAGING MEMBER	E	Control
MGO GROUP, LLC	DE	MANAGING MEMBER	E	Control
MGO GROUP, LLC	DE	MANAGING MEMBER	E	Control
MGO GROUP, LLC	DE	MANAGING MEMBER	E	Control
MGO GROUP, LLC	DE	MANAGING MEMBER	E	Control
MGO GROUP, LLC	DE	MANAGING MEMBER	E	Control
ROMAN, LLC	DE	MEMBER	B	Control
ROMAN, LLC	DE	MEMBER	B	Control
ROMAN, LLC	DE	MEMBER	B	Control
ROMAN, LLC	DE	MEMBER	B	Control
ROMAN, LLC	DE	MEMBER	B	Control
ROMAN, LLC	DE	MEMBER	B	Control
ROMAN, LLC	DE	MEMBER	B	Control
ROMAN, LLC	DE	MEMBER	B	Control
ROMAN, LLC	DE	MEMBER	B	Control
ROMAN, LLC	DE	MEMBER	B	Control
ROMAN, LLC	DE	MEMBER	B	Control
ROMAN, LLC	DE	MEMBER	B	Control
ROMAN, LLC	DE	MEMBER	B	Control
ROMAN, LLC	DE	MEMBER	B	Control
ROMAN, LLC	DE	MEMBER	B	Control
ROMAN, LLC	DE	MEMBER	B	Control
ROMAN, LLC	DE	MEMBER	B	Control
ROMAN, LLC	DE	MEMBER	B	Control
ROMAN, LLC	DE	MEMBER	B	Control
ROMAN, LLC	DE	MEMBER	B	Control
ROMAN, LLC	DE	MEMBER	B	Control
ROMAN, LLC	DE	MEMBER	B	Control
ROMAN, LLC	DE	MEMBER	B	Control
ROMAN, LLC	DE	MEMBER	B	Control
ROMAN, LLC	DE	MEMBER	B	Control
ROMAN, LLC	DE	MEMBER	B	Control
ROMAN, LLC	DE	MEMBER	B	Control
ROMAN, LLC	DE	MEMBER	B	Control
ROMAN, LLC	DE	MEMBER	B	Control
ROMAN, LLC	DE	MEMBER	B	Control
ROMAN, ROBERTO	I	CHIEF EXECUTIVE OFFICER	B	Control
ROMAN, ROBERTO	I	CHIEF EXECUTIVE OFFICER	B	Control

Indirect Owners (Schedule B)

Name	Type	Entity	Ownership	Control
ROMAN, ROBERTO	I	ROMAN, LLC	E	Control
ROMAN, ROBERTO	I	ROMAN, LLC	E	Control
ROMAN, ROBERTO	I	ROMAN, LLC	E	Control
ROMAN, ROBERTO	I	ROMAN, LLC	E	Control
ROMAN, ROBERTO	I	ROMAN, LLC	E	Control
ROMAN, ROBERTO	I	ROMAN, LLC	E	Control
ROMAN, ROBERTO	I	ROMAN, LLC	E	Control
ROMAN, ROBERTO	I	ROMAN, LLC	E	Control
ROMAN, ROBERTO	I	ROMAN, LLC	E	Control
ROMAN, ROBERTO	I	ROMAN, LLC	E	Control
ROMAN, ROBERTO	I	ROMAN, LLC	E	Control
ROMAN, ROBERTO	I	ROMAN, LLC	E	Control
ROMAN, ROBERTO	I	ROMAN, LLC	E	Control
ROMAN, ROBERTO	I	ROMAN, LLC	E	Control
ROMAN, ROBERTO	I	ROMAN, LLC	E	Control
O'CONNELL, KEVIN, JAMES	I	MGO GROUP, LLC	C	Control
O'CONNELL, KEVIN, JAMES	I	MGO GROUP, LLC	C	Control
O'CONNELL, KEVIN, JAMES	I	MGO GROUP, LLC	C	Control
O'CONNELL, KEVIN, JAMES	I	MGO GROUP, LLC	C	Control
O'CONNELL, KEVIN, JAMES	I	MGO GROUP, LLC	C	Control
O'CONNELL, KEVIN, JAMES	I	MGO GROUP, LLC	C	Control
O'CONNELL, KEVIN, JAMES	I	MGO GROUP, LLC	C	Control
O'CONNELL, KEVIN, JAMES	I	MGO GROUP, LLC	C	Control
O'CONNELL, KEVIN, JAMES	I	MGO GROUP, LLC	C	Control
O'CONNELL, KEVIN, JAMES	I	MGO GROUP, LLC	C	Control
O'CONNELL, KEVIN, JAMES	I	MGO GROUP, LLC	C	Control
O'CONNELL, KEVIN, JAMES	I	MGO GROUP, LLC	C	Control
O'CONNELL, KEVIN, JAMES	I	MGO GROUP, LLC	C	Control
O'CONNELL, KEVIN, JAMES	I	MGO GROUP, LLC	C	Control
O'CONNELL, KEVIN, JAMES	I	MGO GROUP, LLC	C	Control
O'CONNELL, KEVIN, JAMES	I	MGO GROUP, LLC	C	Control
O'CONNELL, KEVIN, JAMES	I	MGO GROUP, LLC	C	Control
O'CONNELL, KEVIN, JAMES	I	MGO GROUP, LLC	C	Control
O'CONNELL, KEVIN, JAMES	I	MGO GROUP, LLC	C	Control
O'CONNELL, KEVIN, JAMES	I	MGO GROUP, LLC	C	Control
O'CONNELL, KEVIN, JAMES	I	MGO GROUP, LLC	C	Control
O'CONNELL, KEVIN, JAMES	I	MGO GROUP, LLC	C	Control
O'CONNELL, KEVIN, JAMES	I	MGO GROUP, LLC	C	Control
O'CONNELL, KEVIN, JAMES	I	MGO GROUP, LLC	C	Control
O'CONNELL, KEVIN, JAMES	I	MGO GROUP, LLC	C	Control
O'CONNELL, KEVIN, JAMES	I	MGO GROUP, LLC	C	Control
O'CONNELL, KEVIN, JAMES	I	MGO GROUP, LLC	C	Control
O'CONNELL, KEVIN, JAMES	I	MGO GROUP, LLC	C	Control

Registrations

Federal

Dec 1, 2025 REGISTERED

Notice Filings (5)

CA FL NY TX WA

Address

888 SAN CLEMENTE DRIVE
SUITE 400
NEWPORT, CA 92660
United States

Phone: (949) 207-3241