MGB WEALTH MANAGEMENT, LLC
CRD #307995 SEC #801-118395 ADDISON, TX 469-965-4001
SEC Registered
Total AUM
$421.9M
Discretionary
$340.6M
Employees
5
Clients
--
Accounts
305
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $421.9M | $340.6M | $81.4M | 5 | 0 |
| Jul 2024 | $310.5M | $287.6M | $22.9M | 5 | 0 |
| Mar 2024 | $310.5M | $287.6M | $22.9M | 5 | 0 |
| Mar 2023 | $257.8M | $242.4M | $15.5M | 4 | 0 |
| Mar 2022 | $356.5M | $313.2M | $43.3M | 3 | 0 |
| Mar 2021 | $220.2M | $212.9M | $7.3M | 3 | 0 |
| Jun 2020 | $201.8M | $199.5M | $2.3M | 3 | 0 |
| Apr 2020 | $0 | $0 | $0 | 3 | 0 |
| Mar 2020 | $0 | $0 | $0 | 3 | 0 |
DateMar 2025
Total AUM$421.9M
Discretionary$340.6M
Non-Disc.$81.4M
Employees5
Clients0
DateJul 2024
Total AUM$310.5M
Discretionary$287.6M
Non-Disc.$22.9M
Employees5
Clients0
DateMar 2024
Total AUM$310.5M
Discretionary$287.6M
Non-Disc.$22.9M
Employees5
Clients0
DateMar 2023
Total AUM$257.8M
Discretionary$242.4M
Non-Disc.$15.5M
Employees4
Clients0
DateMar 2022
Total AUM$356.5M
Discretionary$313.2M
Non-Disc.$43.3M
Employees3
Clients0
DateMar 2021
Total AUM$220.2M
Discretionary$212.9M
Non-Disc.$7.3M
Employees3
Clients0
DateJun 2020
Total AUM$201.8M
Discretionary$199.5M
Non-Disc.$2.3M
Employees3
Clients0
DateApr 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateMar 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0