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MGB Wealth Management, LLC

Headquartered in ADDISON, TX

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Firm Information

MGB Wealth Management, LLC is an investment advisor based in Addison, TX. They manage approximately $310,460,586 in assets, primarily for high-net-worth individuals, individuals other than high-net-worth, pension and profit-sharing plans, and charitable organizations. They offer portfolio management for individuals and do not have a wrap fee program.

MGB Wealth Management, LLC

15455 DALLAS PARKWAY

ADDISON, TX 75001

$310.46M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

MGB WEALTH MANAGEMENT, LLC has a total of 1 branch locations across the country.
location

ADDISON, TX

Advisors at MGB Wealth Management, LLC

View All 2 Advisors
Unclaimed
Michael Glen Bailey

RA

ADDISON, TX

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Unclaimed
Daniel Marcelo Deanda

RA

ADDISON, TX

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Disclosures

There are no public disclosures for MGB Wealth Management, LLC.

Frequently Asked Questions (13)

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