DFX Intelligence

Data Factory

RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

MG&A WEALTH

MEG GREEN & ASSOCIATES, INC., CRD 284866

PLANTATION, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:770ee7d2-15d5-936a-71b2-43c29b247030

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:59 PM UTC and rebuilt at most every 15 minutes.

Relationships: 18
Dated events: 3
On other graphs: 2
Observed: Aug 1, 2016 to Mar 31, 2026
31 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Mg&a Wealth

Private equity manager · shared crd

Independent Sponsorsidentity

Mg&A Wealth

Capital provider to sponsors · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.94 fund_share=0.05 institutional_share=0.0 related_bd=false related_bank=false bd_reps=11.0
Regulatory AUM: $1.0BItem 5.F on the latest filing (2026-03-31); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $868M
Private client RAUM: $960MderivedItem 5.D individuals plus high net worth individuals
Private client share: 94%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 7
RAUM per advisor: $145Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 15
Advisory employees: 6
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 1,924
Individual clients: 413
High net worth clients: 231
Private funds: 1Schedule D 7.B(1)
SEC number: 801-108236
CRD: 284866
Filings on the tape: 31
First filed: Aug 1, 2016
Latest filed: Mar 31, 2026
Organised: Corporation, FL
Website: meggreen.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
TODD MICHAEL BATTAGLIA	n/a	PLANTATION, FL	10	34	3	yes
JAMES SEAN O'HALLORAN	n/a	PLANTATION, FL	10	29	2	yes
HUGO MANUEL CALENZANI	n/a	PLANTATION, FL	10	18	1	yes
KARINA P HINKELMANN	n/a	PLANTATION, FL	8	10	n/a	yes
Scott Lam	Certified Financial Planner	PLANTATION, FL	7	11	1	yes
Scarlyn Maria Leonardo	n/a	PLANTATION, FL	2	11	n/a	yes
Carolina Restrepo	n/a	PLANTATION, FL	0	11	1	yes

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
MG&A PRIVATE ASSETS MASTER FUND, LLC	n/a	$47.1M	Mar 31, 2026	103	Mar 31, 2026	reported	021-540797

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
MANGRUM, MALLORY, CURIAN	CHIEF COMPLIANCE OFFICER	Na	yes	01/2001	Mar 31, 2026	Mar 31, 2026
MCGANN, KEVIN, BERNARD	VICE PRESIDENT/COO	Na	yes	08/2008	Mar 31, 2026	Mar 31, 2026
BATTAGLIA, TODD, MICHAEL	PRESIDENT/CEO	E	yes	01/2016	Aug 1, 2016	Jun 7, 2024
CALENZANI, HUGO, MANUEL	MANAGING PARTNER AND CIO	A	no	06/2016	Mar 31, 2026	Mar 31, 2026
O'HALLORAN, JAMES, SEAN	MANAGING PARTNER	A	no	06/2016	Mar 31, 2026	Mar 31, 2026

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
MG&A WEALTH PR LLC	n/a	Former SEC adviser	$0	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
SAN JUAN	Pr	United States	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 31, 2026	$1.0B	$868M	15	6	1	1	n/a
2024	Mar 28, 2025	$821M	$769M	12	6	1	n/a	n/a
2023	Mar 21, 2024	$719M	$684M	12	5	0	n/a	n/a
2022	Mar 29, 2023	$709M	$702M	11	5	0	n/a	n/a
2021	Mar 25, 2022	$760M	$751M	13	5	0	n/a	n/a
2020	Mar 30, 2021	$761M	$728M	13	6	0	n/a	n/a
2019	Mar 24, 2020	$640M	$603M	13	6	0	n/a	n/a
2018	Mar 28, 2019	$584M	$519M	10	5	0	n/a	n/a
2017	Mar 27, 2018	$572M	$484M	9	6	0	n/a	n/a
2016	Mar 24, 2017	$470M	$385M	10	6	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	0	1	0.0%	0	0	0	1	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$1.0B	$821M	23.9%	$709M	12.8%	15	12	1	1

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
MEG GREEN & ASSOCIATES, INC.	3	Oct 3, 2016	Aug 22, 2016	NORTH MIAMI BEACH, FL	Firm absorbed	Other	75.0%

Relationships

Affiliated with (2)

→ MG&A WEALTH PR LLCRegistered adviserother investment adviser, common control
factForm ADV
← MG&A WEALTH PR LLCRegistered adviserother investment adviser, common control
factForm ADV

Registered with (10)

← Carolina RestrepoAdvisorregistration: current employment
Mar 30, 2026 to presentfactForm ADV
← Scarlyn Maria LeonardoAdvisorregistration: current employment
May 14, 2024 to presentfactForm ADV
← Scott LamAdvisorregistration: current employment
Aug 7, 2019 to presentfactForm ADV
← KARINA P HINKELMANNAdvisorregistration: current employment
Jun 27, 2018 to presentfactForm ADV
← HUGO MANUEL CALENZANIAdvisorregistration: current employment
Aug 22, 2016 to presentfactForm ADV
← JAMES SEAN O'HALLORANAdvisorregistration: current employment
Aug 18, 2016 to presentfactForm ADV
← TODD MICHAEL BATTAGLIAAdvisorregistration: current employment
Aug 12, 2016 to presentfactForm ADV
← LINA M SANCHEZAdvisorregistration: previous registration
Jan 12, 2018 to May 28, 2021factForm ADV
← MICHAEL KESSELAdvisorregistration: previous registration
Aug 22, 2016 to Jan 16, 2019factForm ADV
← Daniela Cristina RicaldoneAdvisorregistration: previous registration
Aug 22, 2016 to Sep 9, 2016factForm ADV

Controls (3)

← MCGANN, KEVIN, BERNARDOwnerVICE PRESIDENT/COO, ownership code NA, individual
Aug 1, 2016 to Jun 7, 2024factForm ADV
← BATTAGLIA, TODD, MICHAELOwnerPRESIDENT/CEO, ownership code E, individual
Aug 1, 2016 to Jun 7, 2024factForm ADV
← MANGRUM, MALLORY, CURIANOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Aug 1, 2016 to Jun 7, 2024factForm ADV

Owns (2)

← O'HALLORAN, JAMES, SEANOwnerVICE PRESIDENT OF WEALTH MANAGEMENT, ownership code A, individual
Aug 1, 2016 to Jun 7, 2024factForm ADV
← CALENZANI, HUGO, MANUELOwnerCIO, ownership code A, individual
Aug 1, 2016 to Jun 7, 2024factForm ADV

Moved with (1)

← MEG GREEN & ASSOCIATES, INC.Registered adviser3 advisors, firm absorbed, same day
Oct 3, 2016 to Aug 22, 2016factForm ADV

Dated events

Occurred
Mar 31, 2026
Regulatory AUM changed
Mg&A Wealth reported RAUM $1.0B, up 27% from $801.7M (2025-09-19 to 2026-03-31)
Form ADVobserved 5 days ago
$216M
Occurred
Aug 1, 2016
Succession filed (Item 4)
Meg Green & Associates, Inc. reported succeeding to the business of Another Adviser (Form ADV Item 4)
Form ADVobserved 5 days ago
Occurred
Aug 1, 2016
First Form ADV filing
Meg Green & Associates, Inc. filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:770ee7d2-15d5-936a-71b2-43c29b247030
First observed: Aug 1, 2016
Last observed: Mar 31, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

MG&A WEALTH

MEG GREEN & ASSOCIATES, INC., CRD 284866

PLANTATION, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:770ee7d2-15d5-936a-71b2-43c29b247030

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:59 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

TODD MICHAEL BATTAGLIA

n/a

PLANTATION, FL

yes

JAMES SEAN O'HALLORAN

n/a

PLANTATION, FL

yes

HUGO MANUEL CALENZANI

n/a

PLANTATION, FL

yes

KARINA P HINKELMANN

n/a

PLANTATION, FL

n/a

yes

Scott Lam

Certified Financial Planner

PLANTATION, FL

yes

Scarlyn Maria Leonardo

n/a

PLANTATION, FL

n/a

yes

Carolina Restrepo

n/a

PLANTATION, FL

yes

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

MG&A PRIVATE ASSETS MASTER FUND, LLC

n/a

$47.1M

Mar 31, 2026

103

Mar 31, 2026

reported

021-540797

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

MANGRUM, MALLORY, CURIAN

CHIEF COMPLIANCE OFFICER

yes

01/2001

Mar 31, 2026

MCGANN, KEVIN, BERNARD

VICE PRESIDENT/COO

yes

08/2008

Mar 31, 2026

BATTAGLIA, TODD, MICHAEL

PRESIDENT/CEO

yes

01/2016

Aug 1, 2016

Jun 7, 2024

CALENZANI, HUGO, MANUEL

MANAGING PARTNER AND CIO

06/2016

Mar 31, 2026

O'HALLORAN, JAMES, SEAN

MANAGING PARTNER

06/2016

Mar 31, 2026

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

MG&A WEALTH PR LLC

n/a

Former SEC adviser

yes

n/a

City

State

Country

Employees

Also broker-dealer

SAN JUAN

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 31, 2026

$1.0B

$868M

n/a

2024

Mar 28, 2025

$821M

$769M

n/a

2023

Mar 21, 2024

$719M

$684M

n/a

2022

Mar 29, 2023

$709M

$702M

n/a

2021

Mar 25, 2022

$760M

$751M

n/a

2020

Mar 30, 2021

$761M

$728M

n/a

2019

Mar 24, 2020

$640M

$603M

n/a

2018

Mar 28, 2019

$584M

$519M

n/a

2017

Mar 27, 2018

$572M

$484M

n/a

2016

Mar 24, 2017

$470M

$385M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$1.0B

$821M

23.9%

$709M

12.8%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

MEG GREEN & ASSOCIATES, INC.

Oct 3, 2016

Aug 22, 2016

NORTH MIAMI BEACH, FL

Firm absorbed

Other

75.0%