Mgo One Seven Llc
SEC-registered
Wealth Manager · Mid-sized ($1B–$10B)
CRD 283087
· SEC file 801-107829
· Beachwood, OH
· www.instagram.com
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ADV data as of Apr 22, 2026
- Regulatory AUM
- $7.7B
- Discretionary
- $7.7B
- Clients
- 16,335
- Avg AUM / client
- $472K
- Accounts
- 26,700
- Employees
- 264
AUM over time
$0
$7.7B
May 2016
Dec 2025
Annual snapshots from Form ADV filings · as of Apr 22, 2026
Investments (13F portfolio — 1,399 positions, $4,977,660,155)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation | COM | $158,433,308 | 908,447 | 3.18% | 2.05% |
| 2 | Apple Inc | COM | $147,063,222 | 579,468 | 2.95% | 1.91% |
| 3 | Vanguard Index Fds | S&P 500 ETF SHS | $118,156,113 | 197,734 | 2.37% | 1.53% |
| 4 | Microsoft Corp | COM | $82,202,181 | 222,066 | 1.65% | 1.07% |
| 5 | Broadcom Inc | COM | $60,821,118 | 196,507 | 1.22% | 0.79% |
| 6 | Alphabet Inc | CAP STK CL A | $55,866,887 | 194,279 | 1.12% | 0.72% |
| 7 | Amazon Com Inc | COM | $55,425,397 | 266,122 | 1.11% | 0.72% |
| 8 | Blackrock Etf Trust | ISHARES US EQUIT | $51,076,135 | 877,898 | 1.03% | 0.66% |
| 9 | Vanguard Index Fds | VALUE ETF | $49,576,072 | 252,681 | 1.0% | 0.64% |
| 10 | Ishares Tr | S&P 500 GRWT ETF | $49,118,005 | 434,249 | 0.99% | 0.64% |
| 11 | Jpmorgan Chase & Co | COM | $48,750,714 | 165,728 | 0.98% | 0.63% |
| 12 | Ishares Tr | S&P 500 VAL ETF | $45,874,296 | 217,259 | 0.92% | 0.59% |
| 13 | Ishares Tr | CORE S&P500 ETF | $45,779,914 | 70,084 | 0.92% | 0.59% |
| 14 | Bny Mellon Etf Trust | INTERNATIONL EQT | $42,838,571 | 458,509 | 0.86% | 0.56% |
| 15 | Blackrock Etf Trust Ii | ISHARES FLEXIBLE | $41,469,728 | 798,569 | 0.83% | 0.54% |
| 16 | State Str Spdr S&P 500 Etf T | TR UNIT | $40,619,583 | 62,458 | 0.82% | 0.53% |
| 17 | Ishares Tr | CORE UNIVRSL USD | $40,258,968 | 871,594 | 0.81% | 0.52% |
| 18 | Vanguard Index Fds | GROWTH ETF | $39,828,779 | 91,185 | 0.8% | 0.52% |
| 19 | Walmart Inc | COM | $37,544,098 | 302,092 | 0.75% | 0.49% |
| 20 | J P Morgan Exchange Traded F | ULTRA SHRT ETF | $34,940,052 | 690,378 | 0.7% | 0.45% |
| 21 | Ishares Tr | EAFE VALUE ETF | $33,441,322 | 449,782 | 0.67% | 0.43% |
| 22 | Johnson & Johnson | COM | $32,578,717 | 133,278 | 0.65% | 0.42% |
| 23 | Alphabet Inc | CAP STK CL C | $31,791,047 | 110,824 | 0.64% | 0.41% |
| 24 | Meta Platforms Inc | CL A | $31,727,054 | 55,454 | 0.64% | 0.41% |
| 25 | Ishares Inc | CORE MSCI EMKT | $30,099,027 | 431,527 | 0.6% | 0.39% |
Top 25 of 1,399 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 13,879 | $3.0B | 38.3% |
| High net worth individuals | 1,908 | $4.3B | 56.0% |
| Pension and profit sharing plans | 301 | $178M | 2.31% |
| Charitable organizations | 47 | $51.9M | 0.67% |
| Corporations and other businesses | 192 | $207M | 2.69% |
| Other | 8 | $1.9M | 0.02% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Willoway Nurseries, Inc. 401(k) Profit Sharing Plan And Trust Willoway Nurseries, Inc. | 2024 | |
| Pako, Inc. Employees' 401(k) Plan And Trust Pako, Inc. | 2024 | |
| Lion Group, Inc. Profit Sharing Plan And Trust Lion Group, Inc. | 2024 | |
| Midwest Acoust A Fiber, Inc. 401 K Profit Sharing Plan & Trust Midwest Acoust A Fiber, Inc. | 2024 | |
| Jbc Technologies, Inc. 401(k) Profit Sharing Plan And Trust Jbc Technologies Inc. | 2024 | |
| Covert Manufacturing, Inc. Employees 401 K Profit Sharing Plan And Trust Covert Manufacturing, Inc. | Galion, OH | 2024 |
| Emi Corporation 401(k) Profit Sharing Plan E.M.I., Corp. | 2024 | |
| United Airlines Pilot Retirement Account Plan United Airlines, Inc. | 2024 |
People (124)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Gross, Richard, Julius | Vice President | Jul 2016 (10y) | Less than 5% | |
| Gross, Ronald, Scott | Chief Executive Officer, Managing Member | Jul 2016 (10y) | ≈ 21.09% – 75% via Mgo, Inc. | |
| Todd Matthew Resnick | President, Chief Compliance Officer, Member | Jul 2016 (10y) | Less than 5% | |
| Blumenthal, Adam, Howard | Chief Growth Officer | May 2022 (4y) | Less than 5% | |
| Triska, Ted, Jonathan | Chief Operating Officer | May 2022 (4y) | Less than 5% | |
| Borstein, Marc, David | Chief Financial Officer | Jul 2022 (4y) | Less than 5% | |
| Amanda Renea Hall | Registered representative | Jul 2016 (10y) | ||
| Bruce Benjamin Greenwald | Registered representative | Jul 2016 (10y) | ||
| Michael Patrick Mawby | Registered representative | Jul 2016 (10y) | ||
| Stuart A Gertman | Registered representative | Jul 2016 (10y) | ||
| Matthew Thomas Brigeman | Registered representative | CFP | Mar 2017 (9y) | |
| John David Jaicks | Registered representative | Chartered Financial Consultant | Jun 2018 (8y) | |
| Kenneth Phillip Arnold | Registered representative | Jun 2018 (8y) | ||
| Mitchell Howard Hirsch | Registered representative | Jun 2018 (8y) | ||
| Louise Lorraine Wallace | Registered representative | Jul 2018 (8y) | ||
| Brenda Renee Rivers | Registered representative | Nov 2018 (8y) | ||
| Christopher David Carey | Registered representative | Nov 2018 (8y) | ||
| Joseph M Dittoe | Registered representative | Nov 2018 (8y) | ||
| John Patrick Conry | Registered representative | Sep 2019 (7y) | ||
| Morgan Lemaitre | Registered representative | CFP | Oct 2019 (7y) | |
| Joseph Cox Granzier | Registered representative | Dec 2019 (7y) | ||
| Patrick G Moore | Registered representative | CFP | Dec 2019 (7y) | |
| Brittan Mawby Leiser | Registered representative | Mar 2020 (6y) | ||
| Tami Lynne Aloisa | Registered representative | CFP | May 2020 (6y) | |
| Benjamin Joseph Kimla | Registered representative | CFP | Jan 2021 (6y) | |
| Juan Gabriel Hernandez Ariano | Registered representative | CFP | Jan 2021 (6y) | |
| Robert Douglas Harberson | Registered representative | Jan 2021 (6y) | ||
| Richard Alan Gluck | Registered representative | May 2021 (5y) | ||
| Donald Robert Todd | Registered representative | CFP | Jul 2021 (5y) | |
| Lauren Katz Madera | Registered representative | CFA | Oct 2021 (5y) | |
| Stanley James Katz | Registered representative | Oct 2021 (5y) | ||
| Brad Alan Wingler | Registered representative | Feb 2022 (4y) | ||
| Herbert Chen | Registered representative | Apr 2022 (4y) | ||
| Christopher James Gatsch | Registered representative | Apr 2022 (4y) | ||
| Justin John Pietrasz | Registered representative | CFP Chartered Financial Consultant | May 2022 (4y) | |
| Paul Joseph Orchosky | Registered representative | CFP Chartered Financial Consultant | May 2022 (4y) | |
| Sean Patrick Macrory | Registered representative | May 2022 (4y) | ||
| Kasey Lee Wopperer | Registered representative | Jul 2022 (4y) | ||
| Marc David Bernstein | Registered representative | Jul 2022 (4y) | ||
| Michael Bradford Moskal | Registered representative | Sep 2022 (4y) | ||
| Albert Bernard Vonderheide | Registered representative | CFP | Oct 2022 (4y) | |
| Jeffrey Allen Creek | Registered representative | CFP CFA | Oct 2022 (4y) | |
| Joseph Patrick Callahan | Registered representative | CFP | Oct 2022 (4y) | |
| Kevin James Egan | Registered representative | Oct 2022 (4y) | ||
| Keith Steven Beggs | Registered representative | Nov 2022 (4y) | ||
| John Mccreary Susin | Registered representative | Apr 2023 (3y) | ||
| Kim Dyson | Registered representative | May 2023 (3y) | ||
| Peter C Borello | Registered representative | CFA | Jun 2023 (3y) | |
| James William Sumser | Registered representative | CFP | Jun 2023 (3y) | |
| Matthew Thomas Williams | Registered representative | CFP | Jul 2023 (3y) | |
| Jordan Jeffrey Walters | Registered representative | Aug 2023 (3y) | ||
| Victoria Elizabeth Wiggins | Registered representative | Sep 2023 (3y) | ||
| Bohdan Jakob Kanat Hall | Registered representative | Sep 2023 (3y) | ||
| Alyssa Nicole Miller | Registered representative | Sep 2023 (3y) | ||
| Ben Howard Feldmeyer | Registered representative | CFP | Sep 2023 (3y) | |
| Derek W Miller | Registered representative | CFP | Sep 2023 (3y) | |
| Craig Matthew Sutherland | Registered representative | Sep 2023 (3y) | ||
| Christopher William Bacon | Registered representative | Sep 2023 (3y) | ||
| Gail Taylor Mercer | Registered representative | Sep 2023 (3y) | ||
| Lukas Austin Thill | Registered representative | Sep 2023 (3y) | ||
| Neil Charles Garrison | Registered representative | Sep 2023 (3y) | ||
| Parker Jonathan Robert Kaesgen | Registered representative | Nov 2023 (3y) | ||
| James P Selu | Registered representative | CFP | Feb 2024 (2y) | |
| Bernard Karl Semon | Registered representative | Apr 2024 (2y) | ||
| Stephen Paul Shaffer | Registered representative | CFP | Apr 2024 (2y) | |
| Timothy James Valentine | Registered representative | CFP | Apr 2024 (2y) | |
| Christopher Robin Lakian | Registered representative | Apr 2024 (2y) | ||
| Thomas Elvin Bass | Registered representative | Jul 2024 (2y) | ||
| Jennifer Laurel Krever Shintani | Registered representative | Aug 2024 (2y) | ||
| Joshua J Flade | Registered representative | CFA | Sep 2024 (2y) | |
| Jonathan Domino | Registered representative | Oct 2024 (2y) | ||
| Arthur William Brand | Registered representative | Nov 2024 (2y) | ||
| H Todd Roggen | Registered representative | Nov 2024 (2y) | ||
| Andrew Raymond Thiem | Registered representative | Nov 2024 (2y) | ||
| Patrick John Volk | Registered representative | Nov 2024 (2y) | ||
| Steven Reynold Ryan | Registered representative | Dec 2024 (2y) | ||
| Joseph M. Stenard | Registered representative | Dec 2024 (2y) | ||
| Ismael Romero | Registered representative | Jan 2025 (2y) | ||
| Joni Rametta | Registered representative | CFP | Feb 2025 (1y) | |
| Nicole Marie Dupra Newman | Registered representative | Feb 2025 (1y) | ||
| George Steven Wolfe | Registered representative | Apr 2025 (1y) | ||
| Lila Shay Wolfe | Registered representative | Apr 2025 (1y) | ||
| Alexander Joseph Angst | Registered representative | CFP | Apr 2025 (1y) | |
| Emme Elizabeth Phillips | Registered representative | Apr 2025 (1y) | ||
| Clancy J Atkinson | Registered representative | CFP | May 2025 (1y) | |
| John Patrick Potter | Registered representative | May 2025 (1y) | ||
| Thomas Raymond Skelton | Registered representative | CFP | May 2025 (1y) | |
| Robert Joseph Campbell | Registered representative | Jun 2025 (1y) | ||
| Racco Joseph Di Lauro | Registered representative | Jul 2025 (1y) | ||
| Sean Matthew Wracher | Registered representative | Jul 2025 (1y) | ||
| David Lynn Archer | Registered representative | CFP | Jul 2025 (1y) | |
| Jason Christopher Dilauro | Registered representative | Jul 2025 (1y) | ||
| Matthew Girard Wracher | Registered representative | Jul 2025 (1y) | ||
| Robert Matthew Depalma | Registered representative | Jul 2025 (1y) | ||
| William Dale Thomas | Registered representative | Jul 2025 (1y) | ||
| Jeffery Scott Spicer | Registered representative | Jul 2025 (1y) | ||
| Nathan William Cope | Registered representative | Jul 2025 (1y) | ||
| Juan M. Castaneda | Registered representative | Jul 2025 (1y) | ||
| Daniel Vincent Klusty | Registered representative | Jul 2025 (1y) | ||
| Augustus L Martz | Registered representative | Aug 2025 (1y) | ||
| Alvin D Arunkumar | Registered representative | Aug 2025 (1y) | ||
| Jeanne Kearns Hagar | Registered representative | Sep 2025 (1y) | ||
| Brian M. Marino | Registered representative | Sep 2025 (1y) | ||
| Eugen Craciun | Registered representative | Sep 2025 (1y) | ||
| Matthew Michael Marasch | Registered representative | Sep 2025 (1y) | ||
| Michael Robert Cianciola | Registered representative | Sep 2025 (1y) | ||
| Timothy Ray Martin | Registered representative | Sep 2025 (1y) | ||
| Johnathan Charles Breen | Registered representative | CFP | Sep 2025 (1y) | |
| Thomas Michael Burger | Registered representative | CFP | Sep 2025 (1y) | |
| Russell Pierce | Registered representative | Chartered Financial Consultant CFA | Sep 2025 (1y) | |
| Thomas Giltner | Registered representative | Sep 2025 (1y) | ||
| Lance Wright | Registered representative | Oct 2025 (1y) | ||
| Anne B. Johnston | Registered representative | CFP | Dec 2025 (1y) | |
| Patricia Andrea Alcidas Redd | Registered representative | Dec 2025 (1y) | ||
| John Randolph Pullaro | Registered representative | Jan 2026 (1y) | ||
| Christopher W. Bryant | Registered representative | Jan 2026 (1y) | ||
| Derek Glenn Trythall | Registered representative | Apr 2026 (0y) | ||
| Jason Legrand Slade | Registered representative | Apr 2026 (0y) | ||
| Brian Dennis Trimble | Registered representative | Apr 2026 (0y) | ||
| Nicholas Silberschlag | Registered representative | Apr 2026 (0y) | ||
| Christopher R Mariner | Registered representative | Apr 2026 (0y) | ||
| Austin Phillip Barnard | Registered representative | Apr 2026 (0y) | ||
| Jonathan Craig Adams | Registered representative | May 2026 (0y) | ||
| Melissa Susan Brown | Registered representative | Jun 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Mgo/Os Holdings, Llc | Managing Member | May 2022 | A | 75% or more |
| We Are One Seven Llc | Managing Member | May 2022 | B | ≈ 56.25% – 100% via Mgo/Os Holdings, Llc |
| Mgo, Inc. | Owner | May 2022 | B | ≈ 28.13% – 75% via We Are One Seven Llc |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Gross, Ronald, Scott: 75% – 100% of Mgo, Inc. × 50% – 75% of We Are One Seven Llc × 75% – 100% of Mgo/Os Holdings, Llc × 75% – 100% direct ≈ 21.09% – 75% of the firm
- We Are One Seven Llc: 75% – 100% of Mgo/Os Holdings, Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Mgo, Inc.: 50% – 75% of We Are One Seven Llc × 75% – 100% of Mgo/Os Holdings, Llc × 75% – 100% direct ≈ 28.13% – 75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (8)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Willoway Nurseries, Inc. 401(k) Profit Sharing Plan And Trust | Willoway Nurseries, Inc. | 148 | $16.5M | 07/01/2024 |
| Pako, Inc. Employees' 401(k) Plan And Trust | Pako, Inc. | 214 | $17.8M | 01/01/2024 |
| Lion Group, Inc. Profit Sharing Plan And Trust | Lion Group, Inc. | 1,037 | $37.4M | 01/01/2024 |
| Midwest Acoust A Fiber, Inc. 401 K Profit Sharing Plan & Trust | Midwest Acoust A Fiber, Inc. | 492 | $7.2M | 01/01/2024 |
| Jbc Technologies, Inc. 401(k) Profit Sharing Plan And Trust | Jbc Technologies Inc. | 172 | $6.3M | 01/01/2024 |
| Covert Manufacturing, Inc. Employees 401 K Profit Sharing Plan And Trust | Covert Manufacturing, Inc. | 221 | $8.1M | 01/01/2024 |
| Emi Corporation 401(k) Profit Sharing Plan | E.M.I., Corp. | 144 | $12.6M | 01/01/2024 |
| United Airlines Pilot Retirement Account Plan | United Airlines, Inc. | 17,444 | $16.8B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/22/2026 | 1.81 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Other fees
- • SOLICITORS' FEES FOR REFERRALS TO OTHER MONEY MANAGERS
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Reported custodians
- Raymond James $3.6B (46% of AUM) Apr 2026
- Charles Schwab & Co. $2.9B (38% of AUM) Apr 2026
- Fidelity Distributors Company Llc $857M (11% of AUM) Apr 2026
- Nationwide Trust Company $621M (13% of AUM) Oct 2025
- Axos Clearing $188M (2% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 22, 2026.
View current Form ADV (SEC/IAPD) ↗