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MGB Wealth Management, LLC

EST. AUM
$421,934,512

CONTACTS

CLIENT ACCOUNTS
305

Firm Details

Metro area Dallas
CRD Number 307995
Website mgbwealth.com
Client types

Overview

MGB Wealth Management is an Addison-based wealth manager and registered investment adviser (RIA) founded in 2020. The firm specializes in providing discretionary and non-discretionary portfolio management, alongside holistic financial planning for high-net-worth individuals, families, and corporate entities. MGB is recognized for its relationship-driven approach, focusing on long-term wealth preservation and goal-based planning. In early 2026, the firm was acquired by Beacon Pointe Advisors, a national RIA powerhouse, to integrate its $475 million in assets into Beacon Pointe's robust Dallas-Fort Worth regional presence.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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