MEG GREEN & ASSOCIATES, INC.
Legal name: MG&A WEALTH
CRD #284866 SEC #801-108236 PLANTATION, FL 954-289-9000
SEC Registered Private Funds
Total AUM
$801.7M
Discretionary
$743.7M
Employees
12
Clients
26
Accounts
1,521
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $801.7M | $743.7M | $58M | 12 | 0 |
| Mar 2025 | $821.4M | $769.3M | $52.1M | 12 | 0 |
| Jun 2024 | $718.5M | $683.8M | $34.8M | 12 | 0 |
| Apr 2024 | $718.5M | $683.8M | $34.8M | 12 | 0 |
| Mar 2024 | $718.5M | $683.8M | $34.8M | 12 | 0 |
| Oct 2023 | $709.2M | $701.7M | $7.5M | 11 | 0 |
| Apr 2023 | $709.2M | $701.7M | $7.5M | 11 | 0 |
| Mar 2023 | $709.2M | $701.7M | $7.5M | 11 | 0 |
| Dec 2022 | $759.7M | $751.3M | $8.4M | 13 | 0 |
| Mar 2022 | $759.7M | $751.3M | $8.4M | 13 | 0 |
| Mar 2021 | $761.2M | $728.2M | $33M | 13 | 0 |
| Dec 2020 | $640.1M | $603.1M | $37M | 13 | 0 |
| Oct 2020 | $640.1M | $603.1M | $37M | 13 | 0 |
| Sep 2020 | $640.1M | $603.1M | $37M | 13 | 0 |
| Jun 2020 | $640.1M | $603.1M | $37M | 13 | 0 |
| Mar 2020 | $640.1M | $603.1M | $37M | 13 | 0 |
| Feb 2020 | $583.7M | $518.8M | $64.9M | 10 | 0 |
| Oct 2019 | $583.7M | $518.8M | $64.9M | 10 | 0 |
| May 2019 | $583.7M | $518.8M | $64.9M | 10 | 0 |
| Mar 2019 | $583.7M | $518.8M | $64.9M | 10 | 0 |
| Aug 2018 | $572.2M | $483.6M | $88.6M | 9 | 0 |
| Mar 2018 | $572.2M | $483.6M | $88.6M | 9 | 0 |
| Dec 2017 | $470.5M | $385.5M | $85M | 10 | 0 |
| Nov 2017 | $470.5M | $385.5M | $85M | 10 | 0 |
| Nov 2017 | $470.5M | $385.5M | $85M | 10 | 0 |
| May 2017 | $470.5M | $385.5M | $85M | 10 | 421 |
| Mar 2017 | $470.5M | $385.5M | $85M | 10 | 421 |
| Nov 2016 | $457M | $369.8M | $87.3M | 12 | 342 |
| Aug 2016 | $457M | $369.8M | $87.3M | 12 | 342 |
DateSep 2025
Total AUM$801.7M
Discretionary$743.7M
Non-Disc.$58M
Employees12
Clients0
DateMar 2025
Total AUM$821.4M
Discretionary$769.3M
Non-Disc.$52.1M
Employees12
Clients0
DateJun 2024
Total AUM$718.5M
Discretionary$683.8M
Non-Disc.$34.8M
Employees12
Clients0
DateApr 2024
Total AUM$718.5M
Discretionary$683.8M
Non-Disc.$34.8M
Employees12
Clients0
DateMar 2024
Total AUM$718.5M
Discretionary$683.8M
Non-Disc.$34.8M
Employees12
Clients0
DateOct 2023
Total AUM$709.2M
Discretionary$701.7M
Non-Disc.$7.5M
Employees11
Clients0
DateApr 2023
Total AUM$709.2M
Discretionary$701.7M
Non-Disc.$7.5M
Employees11
Clients0
DateMar 2023
Total AUM$709.2M
Discretionary$701.7M
Non-Disc.$7.5M
Employees11
Clients0
DateDec 2022
Total AUM$759.7M
Discretionary$751.3M
Non-Disc.$8.4M
Employees13
Clients0
DateMar 2022
Total AUM$759.7M
Discretionary$751.3M
Non-Disc.$8.4M
Employees13
Clients0
DateMar 2021
Total AUM$761.2M
Discretionary$728.2M
Non-Disc.$33M
Employees13
Clients0
DateDec 2020
Total AUM$640.1M
Discretionary$603.1M
Non-Disc.$37M
Employees13
Clients0
DateOct 2020
Total AUM$640.1M
Discretionary$603.1M
Non-Disc.$37M
Employees13
Clients0
DateSep 2020
Total AUM$640.1M
Discretionary$603.1M
Non-Disc.$37M
Employees13
Clients0
DateJun 2020
Total AUM$640.1M
Discretionary$603.1M
Non-Disc.$37M
Employees13
Clients0
DateMar 2020
Total AUM$640.1M
Discretionary$603.1M
Non-Disc.$37M
Employees13
Clients0
DateFeb 2020
Total AUM$583.7M
Discretionary$518.8M
Non-Disc.$64.9M
Employees10
Clients0
DateOct 2019
Total AUM$583.7M
Discretionary$518.8M
Non-Disc.$64.9M
Employees10
Clients0
DateMay 2019
Total AUM$583.7M
Discretionary$518.8M
Non-Disc.$64.9M
Employees10
Clients0
DateMar 2019
Total AUM$583.7M
Discretionary$518.8M
Non-Disc.$64.9M
Employees10
Clients0
DateAug 2018
Total AUM$572.2M
Discretionary$483.6M
Non-Disc.$88.6M
Employees9
Clients0
DateMar 2018
Total AUM$572.2M
Discretionary$483.6M
Non-Disc.$88.6M
Employees9
Clients0
DateDec 2017
Total AUM$470.5M
Discretionary$385.5M
Non-Disc.$85M
Employees10
Clients0
DateNov 2017
Total AUM$470.5M
Discretionary$385.5M
Non-Disc.$85M
Employees10
Clients0
DateNov 2017
Total AUM$470.5M
Discretionary$385.5M
Non-Disc.$85M
Employees10
Clients0
DateMay 2017
Total AUM$470.5M
Discretionary$385.5M
Non-Disc.$85M
Employees10
Clients421
DateMar 2017
Total AUM$470.5M
Discretionary$385.5M
Non-Disc.$85M
Employees10
Clients421
DateNov 2016
Total AUM$457M
Discretionary$369.8M
Non-Disc.$87.3M
Employees12
Clients342
DateAug 2016
Total AUM$457M
Discretionary$369.8M
Non-Disc.$87.3M
Employees12
Clients342