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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Texas
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 24, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BAILEY, MICHAEL, GLEN | I | ELECTED MANAGER, CCO | E | Control |
| BAILEY, MICHAEL, GLEN | I | MANAGER, CCO | E | Control |
| BAILEY, MICHAEL, GLEN | I | ELECTED MANAGER, CCO | E | Control |
| BAILEY, MICHAEL, GLEN | I | ELECTED MANAGER, CCO | E | Control |
| BAILEY, MICHAEL, GLEN | I | ELECTED MANAGER, CCO | E | Control |
| BAILEY, MICHAEL, GLEN | I | ELECTED MANAGER, CCO | E | Control |
| BAILEY, MICHAEL, GLEN | I | ELECTED MANAGER, CCO | E | Control |
| BAILEY, MICHAEL, GLEN | I | ELECTED MANAGER, CCO | E | Control |
| BAILEY, MICHAEL, GLEN | I | ELECTED MANAGER, CCO | E | Control |
| BAILEY, MICHAEL, GLEN | I | ELECTED MANAGER, CCO | E | Control |
Registrations
Federal
IA
Mar 24, 2025 REGISTERED
Notice Filings (3)
AZ NE TX
Address
15455 DALLAS PARKWAYSUITE 1080
ADDISON, TX 75001
United States
Phone: 469-965-4001