DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Mfa Wealth Advisors, LLC
Latest filing Aug 6, 2026
First filing on the tape Jun 16, 2014 · 47 filings
SEC status approved since Jun 25, 2014
RAUM
$605M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
100%
$604M individuals and HNW
Advisors
8
registered through the firm on IAPD
RAUM per advisor
$75.7M
derived; firm RAUM over IAPD count
Employees
13
7 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
47 filings and snapshots on the tape
RAUM$605M as of Aug 6, 2026
Mar 31, 2015$150M then
HNW client RAUM$433M as of Aug 6, 2026
Mar 27, 2018$120M then
State-registered IARs (5.B.3)7 as of Aug 6, 2026
Mar 31, 20152 then
Employees (5.A)13 as of Aug 6, 2026
Mar 31, 20159 then
Private funds: no history
RAUM +14% over the last fiscal year+17% a year over threeIARs 8 to 7offices 1 to 0
Practice profile
derived from the filing of Aug 6, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- Planning-led practice · financial planning activity (5.G.1), at least 100 financial planning clients (5.H), and hourly, fixed or subscription compensation (5.E)
- Wrap program sponsor · sponsors a wrap fee program (5.I) with at least $100M of wrap assets
- RAUM per advisor
- $67.3MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 89derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $3.2MderivedHNW RAUM over HNW clients
- Average account
- $297,766derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.3%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.4derivedItem 5.A over advisors
- Advisors per office
- 9.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +14%derivedbetween the last two annual amendments
- Advisor growth, one year
- -13%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- -1.2%derived
- Compensation
- percentage of assets, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, selection of other advisersreportedItem 5.G
- Financial planning clients
- 500reportedItem 5.H
- Wrap fee program
- $605MreportedItem 5.I
- Custody
- $8.2M, 114 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- marketing includes testimonials (5.L.1.c)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$433M72%
- Individuals$170M28%
- Charitable organizations$1.4M0.2%
- Pension and profit-sharing plans$107,6100.0%
- Individual clients
- 664reported
- HNW clients
- 137reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 2,033reported
- Financial planning clients
- 500reported
- Wrap fee programs
- $0 sponsored, $0 managedreported
- Custody of client assets
- $8.2M for 114 clientsreported
- Compensation
- % of AUM, fixedreported
- Class basis
- private_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
9 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Christopher Sean McmahonChartered Financial Consultant | Pittsburgh, Pa | Oct 3, 2014 | 34 y | 1 |
| Megan Marie Petruska | Pittsburgh, Pa | Apr 14, 2015 | 18 y | 0 |
| Mark William Kasimirsky | Pittsburgh, Pa | Feb 16, 2018 | 14 y | 0 |
| Gregory Robert Dukes | Pittsburgh, Pa | Apr 30, 2018 | 23 y | 0 |
| Nathan Louis Fulkman | Pittsburgh, Pa | Jun 16, 2021 | 12 y | 3 |
| William Moses Mcmahon | Pittsburgh, Pa | Nov 10, 2025 | 11 y | 0 |
| Jack H Mcmahon | Brooklyn, Ny | Jun 3, 2026 | 13 y | 0 |
| Sonny Joshua Demasi | Pittsburgh, Pa | Jul 17, 2026 | 10 y | 0 |
| Tyler Howells | Pittsburgh, Pa | Sep 14, 2026 | 10 y | 0 |
Advisor movement
1 left, 0 joined in 12 months
net -1 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 13% of current headcount4 left over 36 months
Left, latest
- Gregory Joseph Bronson to Moralis Technologies, LLCNov 10, 2025 · RIA to RIA
- Charles Lee Davis to Moralis Technologies, LLCMay 30, 2025 · RIA to RIA
- Jay Andrew Funyak to Moralis Technologies, LLCApr 17, 2025 · RIA to RIA
- Sean Albert Tomko to Moralis Technologies, LLCFeb 23, 2024 · RIA to RIA
- Mary Elizabeth Keegan to Moralis Technologies, LLCSep 22, 2022 · Other
- David Nardiello to Northwestern Mutual Investment Services,LLCSep 21, 2022 · Other
- Steven Charles Tumminello to Bcg Securities, Inc.Mar 14, 2019 · RIA to affiliated broker-dealer or bank
- Patrick Milas to Citizens Securities, Inc.May 31, 2017 · Other
- Julia Domini Munchel to UBS Financial Services Inc.Oct 19, 2015 · Other
Joined, latest
- Gregory Joseph Bronson from Knights Of Columbus Asset Advisors LLCDec 13, 2022 · Other
- David Nardiello from Northwestern Mutual Investment Services,LLCNov 22, 2021 · Other
- Charles Lee Davis from Federated Global Investment Management Corp.Nov 9, 2021 · Other
- Nathan Louis Fulkman from Key Investment Services LLCJun 16, 2021 · Affiliated broker-dealer or bank to independent RIA
- Jay Andrew Funyak from Northwestern Mutual Investment Services,LLCMay 9, 2019 · Other
- Christopher Sean Mcmahon from Northwestern Mutual Investment Services,LLCOct 3, 2014 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Sean Christopher Mcmahon · Managing Member; Chief Executive Officer; Chief Investment Officercontrolsince 10/2014 · owns 75% or more
- Marie Megan Petruska · Chief Operating Officercontrolsince 10/2014 · owns less than 5%
- James David Reichert · Chief Compliance Officersince 03/2024 · owns less than 5%
Related persons
Schedule D 7.A
- Moralis Technologies, LLCinvestment adviseryRAUM $103M
Advisers that list Mfa Wealth Advisors, LLC as a related person
- 316221 y
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Pittsburgh, Pa · principal | 8 | 3 | 0 | ||
| Fleming Island, Fl | 0 | 0 | 0 | ||
| Rescue, Ca | 0 | 0 | 1 |
Offices
Schedule D 1.F, the 25 largest
- Fleming Island, FL1 employees
- , 1 employees
What changed
consecutive filings, newest first
- Accounts · 2,045 to 2,033Nov 17, 2025 to Mar 12, 2026
- Advisory employees · 8 to 7Nov 17, 2025 to Mar 12, 2026
- HNW clients · 131 to 137Nov 17, 2025 to Mar 12, 2026
- Individual clients · 680 to 664Nov 17, 2025 to Mar 12, 2026
- Assets in custody · $7.6M to $8.2MNov 17, 2025 to Mar 12, 2026
- Employees · 11 to 13Nov 17, 2025 to Mar 12, 2026
- Insurance-licensed employees · 8 to 7Nov 17, 2025 to Mar 12, 2026
- State-registered IARs · 8 to 7Nov 17, 2025 to Mar 12, 2026
- Discretionary RAUM · $529M to $602MNov 17, 2025 to Mar 12, 2026
- HNW RAUM · $374M to $433MNov 17, 2025 to Mar 12, 2026
- Individual RAUM · $145M to $170MNov 17, 2025 to Mar 12, 2026
- Non-discretionary RAUM · $327,093 to $3.0MNov 17, 2025 to Mar 12, 2026
- Pension RAUM · $6.2M to $107,610Nov 17, 2025 to Mar 12, 2026
- RAUM · $529M to $605MNov 17, 2025 to Mar 12, 2026
- Other offices · 1 to 0Apr 18, 2025 to Nov 17, 2025
- Accounts · 2,214 to 2,045Dec 9, 2024 to Apr 18, 2025
- Advisory employees · 9 to 8Dec 9, 2024 to Apr 18, 2025
- HNW clients · 117 to 131Dec 9, 2024 to Apr 18, 2025
- Individual clients · 479 to 680Dec 9, 2024 to Apr 18, 2025
- Pension plan clients · 10.0 to unsetDec 9, 2024 to Apr 18, 2025
- Assets in custody · $6.2M to $7.6MDec 9, 2024 to Apr 18, 2025
- Employees · 14 to 11Dec 9, 2024 to Apr 18, 2025
- Insurance-licensed employees · 7 to 8Dec 9, 2024 to Apr 18, 2025
- Financial planning clients · More than 500 to More than 500Dec 9, 2024 to Apr 18, 2025
- State-registered IARs · 9 to 8Dec 9, 2024 to Apr 18, 2025
- Other offices · 2 to 1Dec 9, 2024 to Apr 18, 2025
- Discretionary RAUM · $479M to $529MDec 9, 2024 to Apr 18, 2025
- HNW RAUM · $317M to $374MDec 9, 2024 to Apr 18, 2025
- Individual RAUM · $125M to $145MDec 9, 2024 to Apr 18, 2025
- Non-discretionary RAUM · $263,047 to $327,093Dec 9, 2024 to Apr 18, 2025
- Pension RAUM · $15.2M to $6.2MDec 9, 2024 to Apr 18, 2025
- RAUM · $479M to $529MDec 9, 2024 to Apr 18, 2025
- Other offices · 3 to 2Oct 10, 2024 to Dec 9, 2024
- Accounts · 1,947 to 2,214Feb 7, 2024 to Mar 27, 2024
- Corporate clients · 6.0 to unsetFeb 7, 2024 to Mar 27, 2024
- HNW clients · 100 to 117Feb 7, 2024 to Mar 27, 2024
- Individual clients · 367 to 479Feb 7, 2024 to Mar 27, 2024
- Pension plan clients · 17 to 10Feb 7, 2024 to Mar 27, 2024
- Assets in custody · $8.3M to $6.2MFeb 7, 2024 to Mar 27, 2024
- Discretionary RAUM · $379M to $479MFeb 7, 2024 to Mar 27, 2024
Signals
12 dated events
- Tyler Howells registered as an investment adviser representative at Mfa Wealth Advisors, LlcSep 14, 2026 · Advisor registered · fact
- Gregory Joseph Bronson left Mfa Wealth Advisors, Llc for Moralis Technologies, Llc (registered 2023-01-03)Nov 10, 2025 · Advisor changed firm · fact
- Charles Lee Davis left Mfa Wealth Advisors, Llc for Moralis Technologies, Llc (registered 2022-09-08)May 30, 2025 · Advisor changed firm · fact
- Jay Andrew Funyak left Mfa Wealth Advisors, Llc for Moralis Technologies, Llc (registered 2024-06-05)Apr 17, 2025 · Advisor changed firm · fact
- Mfa Wealth Advisors, Llc reported RAUM $479.3M, up 26% from $379.1M (2024-02-07 to 2024-03-27)Mar 27, 2024 · RAUM change · derived
- James David Reichert (Chief Compliance Officer) appeared on Schedule A of Mfa Wealth Advisors, LlcMar 27, 2024 · Control person joined · fact
- Sean Albert Tomko left Mfa Wealth Advisors, Llc for Moralis Technologies, Llc (registered 2024-01-24)Feb 23, 2024 · Advisor changed firm · fact
- Reid Sarah D'Amico (Chief Compliance Officer) no longer on Schedule A of Mfa Wealth Advisors, Llc (listed 2023-10-04, absent 2024-02-07)Feb 7, 2024 · Control person left · inference
- Reid Sarah D'Amico (Chief Compliance Officer) appeared on Schedule A of Mfa Wealth Advisors, LlcAug 30, 2023 · Control person joined · fact
- Mary Elizabeth Keegan left Mfa Wealth Advisors, Llc for Moralis Technologies, Llc (registered 2021-11-24)Sep 22, 2022 · Advisor changed firm · fact
- David Nardiello left Mfa Wealth Advisors, Llc for Northwestern Mutual Investment Services,Llc (registered 2022-09-23)Sep 21, 2022 · Advisor changed firm · fact
- Bergadon Capital Management, Llc filed its initial SEC registration (Form ADV)Jun 16, 2014 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business phone
- 412-343-8700reportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 833-343-5700reportedpublished by the firm, firm site, Sep 16, 2026
- Firm profile
- linkedin.com/company/mfa-wealthreportedpublic record, Form ADV, Sep 18, 2026
- Website
- MFAWEALTH.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 412-343-8700reportedpublic record, Form ADV, Aug 6, 2026
- Contact form
- mfawealth.com/contact-usreportedpublished by the firm, firm site, Sep 16, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $75.7Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026