Investment adviser · CRD 284866

MG&A WEALTH

Investment adviser filing (IA)

MEG GREEN & ASSOCIATES, INC.

PLANTATION, FL, United States · Form ADV filed Sep 29, 2026

Regulatory AUM: $1.02B
Client accounts: 1,924
Employees: 15
Advisory professionals: 6

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	231	$833,708,261	81.9%
Individuals	413	$125,845,559	12.4%
Pooled investment vehicles	2	$47,147,286	4.6%
Corporations & businesses	2	$10,596,644	1.0%
Charities	9	$605,245	0.1%

Filing source

Form ADV 2124319 · Sep 29, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

MG&A PRIVATE ASSETS MASTER FUND, LLCPrivate Equity Fund · Last reported Sep 29, 2026$47.1MGross asset value

Form D fundraising filings

MG&A Private Assets Master Fund, LLC

Feeder funds

MG&A PRIVATE ACCESS VEHICLE, LLC - MG&A PRIVATE ASSETS FUND

Fund administrator PROTEUS FINANCIAL SOLUTIONS, LLC INDIANAPOLIS, Indiana, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor KATZ SAPPER & MILLER INDIANAPOLIS, Indiana, United States

Custodian CIBC BANK USA CHICAGO, Illinois, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

KATZ SAPPER & MILLER
PCAOB 2804

CIBC BANK USA
LEI B4TYDEB6GKMZO031MB27

Fund details & source

Fund ID: 805-7829409233
Reported beneficial owners: 103
Minimum commitment: $1M
Form D file number: 021-540797

Form ADV 2124319 · Sep 29, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Sep 29, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed

Principal office

8151 PETERS ROAD, SUITE 3200
PLANTATION, FL, 33324, United States

CRD 284866

Filing source

Form ADV 2124319 · Sep 29, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.