# MD Wealth Management

MD Wealth Management is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 297823
- **SEC file number:** 801-134946
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/297823

## About

MD WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser in CHELSEA, MI, registered since 2025. The firm manages approximately $110 million in assets. It has 2 employees and 2 investment advisers.

## Questions

### What services does MD Wealth Management provide?

MD Wealth Management provides wealth management, investment advisory, and financial planning services to high-net-worth families and individuals. As a registered investment advisor, it offers discretionary portfolio management and fiduciary oversight.

### How is MD Wealth Management regulated?

MD Wealth Management is registered as an investment advisor with the SEC or state securities regulators, as required by its RIA status. This registration imposes fiduciary duties, transparency obligations, and periodic regulatory filings.

### Does MD Wealth Management act as a fiduciary?

Yes, as a registered investment advisor, MD Wealth Management is legally required to act as a fiduciary, meaning it must prioritize clients' interests above its own in all advisory and discretionary decisions.

### What is the ownership structure of MD Wealth Management?

The ownership structure of MD Wealth Management is not publicly disclosed without additional sources. Many RIAs in its category are privately held by their founding principals or management teams.

### Where is MD Wealth Management headquartered?

The specific headquarters location of MD Wealth Management is not available in current public records. The firm operates within the United States as a registered investment advisor.

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Last updated: 2026-07-06T01:24:21.157Z

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