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Fund Manager

M&A Wealth

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MW
M&A Wealth

Fund Manager

Primary Strategy: Private Equity

Year Founded: 2018

Number of Employees: 4

Ownership: Privately Held

Year End: December

Description

M&A Wealth is an investment firm with offices in NY, Houston, Miami and Los Angeles. We focus on providing institutional strategies for the everyday investor. Our Main focus is Asset Management and using volatility in the markets to generate income. We offer a wide financial planning services such as retirement planning, portfolio management, wealth management, life insurance and corporate financ

Contact

Website: Link to website

LinkedIn: linkedin.com/company/mawealth

Date

As of: September 30, 2025

Key Metrics

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Office Locations

Business mix

Mix of Private Fund AUM ($M)

By geography
By strategy
By fund size
By fund vintage

Leadership and Fund Service Providers

Key Management

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Fund Service Providers

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Key Metrics

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Key Metrics

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Top fund structures by AUM

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Current Service Providers

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Switches

Last 12 months

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