Insights

Affluent Clientele MG&A Wealth specializes in serving high-net-worth individuals, families, professionals, and clients in the sports and entertainment industry, indicating opportunities to tailor premium financial solutions and advanced wealth management services.

Boutique Firm With a team of 11-50 employees and managing over one billion dollars in assets, MG&A Wealth represents a nimble, personalized service provider that can be approached for customized investment and financial planning solutions.

Growing Revenue The company's revenue range of 1 to 10 million dollars demonstrates a solid growth trajectory, suggesting potential for expanding service offerings and cross-selling premium financial products to existing clients.

Technology Stack Implementing robust security measures such as reCAPTCHA and HSTS indicates a focus on safeguarding client data, presenting opportunities to introduce advanced cybersecurity solutions and digital client engagement tools.

Competitive Edge As a well-established firm in a competitive industry alongside large players like Charles Schwab and Fidelity, MG&A Wealth can be targeted for innovative wealth management platforms, niche financial strategies, and strategic partnerships to enhance its market position.

MG&A Wealth Tech Stack

MG&A Wealth uses 8 technology products and services including Google Fonts API, jQuery, reCAPTCHA, and more. Explore MG&A Wealth's tech stack below.

  • Google Fonts API
    Font Scripts
  • jQuery
    Javascript Libraries
  • reCAPTCHA
    Security
  • HSTS
    Security
  • X-XSS-Protection
    Security
  • X-Content-Type-Options
    Web & Portal Technology
  • Apache HTTP Server
    Web Servers
  • Apache
    Web Servers

Media & News

MG&A Wealth's Email Address Formats

MG&A Wealth uses at least 2 format(s):
MG&A Wealth Email FormatsExamplePercentage
First@meggreen.comJohn@meggreen.com
67%
Last@meggreen.comDoe@meggreen.com
27%
First.Last@meggreen.comJohn.Doe@meggreen.com
6%
First@mgawealth.comJohn@mgawealth.com
100%

Frequently Asked Questions

Where is MG&A Wealth's headquarters located?

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MG&A Wealth's main headquarters is located at 8151 Peters Road Suite 3200 Plantation, Florida United States. The company has employees across 3 continents, including North AmericaAsiaSouth America.

What is MG&A Wealth's phone number?

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You can contact MG&A Wealth's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is MG&A Wealth's official website and social media links?

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MG&A Wealth's official website is mgawealth.com and has social profiles on LinkedIn.

What is MG&A Wealth's NAICS code?

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MG&A Wealth's NAICS code is 52 - Finance and Insurance.

How many employees does MG&A Wealth have currently?

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As of February 2026, MG&A Wealth has approximately 15 employees across 3 continents, including North AmericaAsiaSouth America. Key team members include Chief Investment Officer: H. C.Chief Compliance Officer: M. M.Chief Financial Officer: C. A.. Explore MG&A Wealth's employee directory with LeadIQ.

What industry does MG&A Wealth belong to?

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MG&A Wealth operates in the Financial Services industry.

What technology does MG&A Wealth use?

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MG&A Wealth's tech stack includes Google Fonts APIjQueryreCAPTCHAHSTSX-XSS-ProtectionX-Content-Type-OptionsApache HTTP ServerApache.

What is MG&A Wealth's email format?

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MG&A Wealth's email format typically follows the pattern of First@meggreen.com. Find more MG&A Wealth email formats with LeadIQ.

When was MG&A Wealth founded?

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MG&A Wealth was founded in 1984.

MG&A Wealth

Financial ServicesFlorida, United States11-50 Employees

MG&A Wealth, founded in 1984, is one of the leading wealth management firms in the nation.   We provide comprehensive money management and financial navigation to a select group of affluent individuals and their families, professionals, small businesses, and to the sports and entertainment industry. We currently manage or supervise over $1 billion in assets. Our comprehensive approach includes extensive investment analysis, custom portfolio management, estate, tax, and retirement planning, insurance evaluations and lifestyle planning. More information is available at www.meggreen.com.

Securities offered through SA Stone Wealth Management Inc. Member FINRA (www.finra.org) & SIPC (www.sipc.org). Investment advisory services offered through Meg Green & Associates Inc., a registered investment advisor not affiliated with SA Stone Wealth Management Inc.

Section iconCompany Overview

Headquarters
8151 Peters Road Suite 3200 Plantation, Florida United States
Phone number
NAICS Code
52 - Finance and Insurance
Founded
1984
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $1M$10M

    MG&A Wealth's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    MG&A Wealth's revenue is estimated to be in the range of $1M$10M

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