Mlg Wealth Management, Inc.
- Regulatory AUM
- $1.5B
- Discretionary
- $1.5B
- Clients
- 1,404
- Avg AUM / client
- $1.1M
- Accounts
- 4,270
- Employees
- 24
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of May 19, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 898 | $380M | 25.5% |
| High net worth individuals | 506 | $1.1B | 74.5% |
People (14)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Matthew Lee Gulbransen | President And Chief Compliance Officer | Mar 2020 (6y) | 75% or more | |
| Jeffrey Allan Clark | Registered representative | CFP | Jun 2020 (6y) | |
| Michelle Lynn Campbell | Registered representative | CFP | Jun 2020 (6y) | |
| Ryan Jeffrey Key | Registered representative | Jun 2020 (6y) | ||
| Derek Jonathan Nutter | Registered representative | Oct 2020 (6y) | ||
| Jason Michael Johnson | Registered representative | CFP | Oct 2020 (6y) | |
| Terra Rose Johnson | Registered representative | CFP | Oct 2020 (6y) | |
| Joel Dean Baumgarten | Registered representative | CFP | Feb 2022 (5y) | |
| Joshua Paul Anderson | Registered representative | Jan 2023 (4y) | ||
| Dean Daichi Allen | Registered representative | CFP | Apr 2023 (3y) | |
| Jared William Holt | Registered representative | CFP | Apr 2024 (2y) | |
| Lauren Elizabeth Naze | Registered representative | CFP | Sep 2025 (1y) | |
| Nicholas Wayne Fahrendorff | Registered representative | CFP | Sep 2025 (1y) | |
| Michael Gregory Babicz | Registered representative | CFP | Oct 2025 (1y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/19/2026 | 1010 KB | 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
- • Fixed fees
- • Other fees
- • CO-ADVISORY FEES FOR ASSETS MANAGED BY OTHER INVESTMENT ADVISORS
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $1.5B (100% of AUM) May 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: May 19, 2026.
View current Form ADV (SEC/IAPD) ↗