# MD Wealth Advisors

MD Wealth Advisors is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 304595
- **SEC file number:** 801-135977
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/304595

## About

MD WEALTH ADVISORS INC is an SEC-registered investment adviser in CRANFORD, NJ, registered since 2026. The firm manages approximately $105 million in regulatory assets. It has 1 employee and 1 investment adviser.

## Questions

### How is MD Wealth Advisors regulated?

As a registered investment advisor, MD Wealth Advisors must comply with SEC or state securities regulations, including fiduciary duties. The exact regulatory body is not publicly specified.

### Who are the principals at MD Wealth Advisors?

No named principals or investment professionals have been publicly identified. The firm's leadership structure is not disclosed in available sources.

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- [Shift Fynancial](https://altss.com/profile/shift-fynancial)
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Last updated: 2026-06-03T20:00:00.000Z

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