# MG&A Wealth

MG&A Wealth is a Multi Family Office based in Plantation, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Plantation, United States
- **Region:** North America
- **Address:** 8151 Peters Road, Suite 3200, Plantation, FL 33324
- **Founded:** 1984
- **Assets under management:** $800M – $1.5B (Altss estimate)
- **Website:** mgawealth.com
- **LinkedIn:** https://www.linkedin.com/company/meg-green-&-associates

## Regulatory record

- **CRD number:** 284866
- **SEC file number:** 801-108236
- **Registration status:** Registered
- **Reports private funds:** Yes
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/284866

## About

Meg Green established the advisory practice in 1984, translating her personal brand as a financial commentator into a client base that now spans the United States and the Caribbean. The firm operates from Plantation, Florida, with a secondary office in San Juan, Puerto Rico. CEO Todd Battaglia leads day-to-day management, supported by Managing Directors Todd S. Green and Filippo S. Pignataro. The client portfolio is composed of high-net-worth families, many of whom have multi-decade relationships with the firm — a structure that makes the investment committee function more like an internal capital allocator than a traditional wealth manager. The firm deploys capital across public markets, private equity, private credit, real estate, hedge funds, and natural resources, with an emphasis on late-stage private deals and direct co-investments. Sector focuses confirmed by the firm include FinTech, Digital Health, PropTech, and Energy Transition & Renewables, while explicit exclusions cover Cannabis, Distressed & Turnaround, and Activist strategies. Its investment footprint concentrates on North America and Europe, with additional exposure to Caribbean markets channeled through the Puerto Rico office. The firm accesses private deals via a global investment platform and has been developing allocations to AI/ML and cybersecurity technologies. With a client base across more than 35 states and a team that speaks four languages, MG&A Wealth functions as a multi-family office with an embedded tax advisory arm, MG&A Tax LLC. Advisory services are offered through MG&A Wealth, a registered investment advisor, while securities are executed through StoneX Securities Inc. Todd Battaglia has been consistently ranked as a top Florida advisor by Forbes Best-In-State Wealth Advisors, and Meg Green holds a place in the Barron's Advisor Hall of Fame. The firm also maintains the MG&A Wealth Charitable Foundation, which handles philanthropic activities separately from client investment mandates. Battaglia serves on the Investment Committee of the Women of Tomorrow Mentor & Scholarship Program. May 2024: The firm publicly reaffirmed its $1.0B+ AUM marker on its corporate website and continued to position its Puerto Rico office as a hub for international clients (per the firm website, 2024). The firm's structural distinction lies in its dual identity as both a retail-facing advisory practice and a private allocator. Most multi-family offices of its size rely exclusively on third-party funds, but MG&A layers a direct deal-sourcing capability — using its professional network and the Puerto Rico outpost — onto a standard wealth-management chassis. That architecture allows it to offer access to institutional-style co-investments and private credit to clients who would otherwise be restricted to packaged products.

## Sectors

- PropTech
- Media & Entertainment
- Sports & Wellness
- FinTech
- Digital Health
- Energy Transition & Renewables
- Healthcare Services

## Offices

- San Juan, PR

## People

- Todd Battaglia — President & CEO and Principal Owner
- Meg Green — Founder

## Questions

### How does MG&A Wealth source proprietary deal flow?

The firm sources direct co-investments and private market opportunities through a designated investment access platform and its network, including a presence in San Juan, Puerto Rico. Its principals' professional memberships — notably Battaglia's role in BNI and on the Women of Tomorrow Investment Committee — create additional origination channels. The platform is focused on late-stage private, private credit, and real estate transactions primarily in North America and Europe.

### What investment stages does MG&A Wealth typically target?

In private markets, MG&A Wealth concentrates on late-stage private companies and public-market crossover opportunities. It does not invest in startups or early-stage venture capital, and explicitly avoids activist, distressed, and hostile strategies. Direct deals tend to be in more mature, cash-flow-generating businesses.

### Which sectors does MG&A Wealth explicitly avoid?

The firm explicitly excludes Cannabis & Psychedelics, Distressed & Turnaround, and Activist / Hostile strategies. It also does not invest in Litigation Finance, Carbon & Environmental Assets, or Sports & Esports Franchises, focusing instead on PropTech, FinTech, Digital Health, and Energy Transition among other sectors (per Altss research).

## Related profiles

- [Shaw Ventures & Investments](https://altss.com/profile/shaw-ventures-and-investments)
- [Spence & Co](https://altss.com/profile/spence-and-co)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/mganda-wealth

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