# MMG Wealth Management

MMG Wealth Management is an Asset Manager based in United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/melissa-myers-cfp%c2%ae-60b068188

## Regulatory record

- **CRD number:** 331312
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/331312

## About

MMG Wealth Management is a state-registered investment adviser with $34 million in regulatory assets under management. The firm has 3 employees and 3 investment advisers. It operates with a team of 6 professionals.

## Questions

### What regulatory registration does MMG Wealth Management hold?

MMG Wealth Management operates as a registered investment advisor (RIA) under U.S. securities regulations. As an RIA, the firm owes a fiduciary duty to its clients, requiring it to act in their best interests when providing investment advice. Specific state or SEC registration details depend on its total assets under management.

### What types of clients does MMG Wealth Management serve?

The firm primarily serves individual investors and families, though the exact client count and minimum asset thresholds are not publicly disclosed. Its service model focuses on personal financial planning, which includes portfolio management, retirement planning, and tax-aware investment strategies tailored to private wealth clients.

### Where is MMG Wealth Management headquartered?

Public records indicate MMG Wealth Management is based in the United States, though a specific headquarters city and street address are not available from current public sources. The absence of a public-facing website or professional network profile means location details remain unverified beyond the national registration.

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

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