M&A Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$16,345,316
Clients
97
Advisors
4
across 2 offices
About
M&A Wealth (Mackwani & Associates Wealth Management) provides financial planning and portfolio management primarily to individual and high‑net‑worth clients, and also offers retirement plan advice and educational workshops. The firm reports approximately $18.1 million in discretionary assets under management across its client base and delivers services on both discretionary and non‑discretionary terms.
The firm’s investment work uses internally developed model portfolios and a mix of active, core+satellite, value, passive, and modern‑portfolio approaches tailored to clients’ objectives, tax considerations, liquidity needs, and account restrictions. In addition to managing traditional individual accounts, M&A Wealth advises and manages pooled investment vehicles and private fund interests and conducts internal fund administration and accounting for those vehicles.
What distinguishes the firm from many peers is its role as adviser and affiliated sponsor to private pooled vehicles — including a multi‑asset private fund with potential management fees and performance allocations and a private‑credit “Gold Fund” that deploys capital through a secured loan to a wholesale gold/jewelry distributor collateralized by inventory. The firm is also affiliated with an insurance agency and provides in‑house tax, accounting, bookkeeping, payroll and family‑office coordination services, creating additional compensation streams and related conflicts the firm discloses in its offering documents.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Various fixed fees listed for tax preparation, bookkeeping, financial reporting, business advisory, family office services, workshops (fees $0 to $10,000 per engagement)
$0 - $499,999: 1.85% annually $500,000 - $999,999: 1.75% annually $1,000,000 - $2,499,999: 1.50% annually $2,500,000 - $4,999,999: 1.35% annually $5,000,000 - $7,499,999: 1.25% annually $7,500,000 - $9,999,999: 1.15% annually $10,000,000 - $19,999,999: 1.00% annually $20,000,000 - Above: 0.85% annually
Insurance-related commissions received through affiliated insurance agency; insurance products recommended may generate commissions
CPA Consultation at $325/hour; Business Owner Advisory at $450/hour
Performance-based fees are not charged by M&A Wealth for traditional accounts, but may apply within affiliated private funds such as Multi Asset Class Fund 1, LLC, where manager may receive performance allocations or profit participations
Financial planning retainer fees from $100 to $10,000 per quarter; Family office services starting at $25,000/year
Minimum fee: Financial Planning fixed fees generally range from $2,500 to $50,000; Financial Planning retainer fees from $100 to $10,000 per quarter Fee-only: Fixed fees for financial planning (range from $2,500 to $50,000); Retainers from $100 to $10,000 per quarter; Fixed, hourly, monthly, project, and retainer fees for tax, accounting, bookkeeping, payroll, business advisory, family office, and other professional services as detailed in brochure
Main office
See officeSugarland TX
Advisors at this office
3
Offices (2)
Most active in
Georgia · New Jersey · Texas
Also doing business as
M&A Wealth · Mackwani & Associates · Mackwani & Associates (M&A) · Mackwani & Associates Wealth Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Taimur Q
Series 63, Series 65
Sugarland, TX
M&A Wealth
Taimur Qadir is a financial advisor at M&A Wealth with 22 years of industry experience. He holds Series 63 and 65 licenses and has worked previously at firms including Guardian Life and Brokers International Financial Services. In addition to his advisory role, he is involved in the sale of insurance and annuity products through P&C Life Insurance Agency, LLC. M&A Wealth provides financial planning and portfolio management primarily to individual and high-net-worth clients, using a combination of active and passive investment strategies tailored to client objectives. The firm also serves as adviser and affiliated sponsor to private pooled investment vehicles and offers in-house tax, accounting, and family-office services.
Robert C
Series 63, Series 65
Sugarland, TX
M&A Wealth
Robert Cruces is a financial advisor at M&A Wealth with 13 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms, including Brookstone Wealth Advisors and Gradient Advisors LLC. Outside of his advisory role, he is also involved in insurance sales through Standard Capital Financial. M&A Wealth provides financial planning and portfolio management primarily to individual and high-net-worth clients. The firm employs a variety of investment approaches tailored to client objectives and manages private pooled vehicles, including multi-asset and private-credit funds.
Dilip J
Series 65
Sugarland, TX
M&A Wealth
Dilip John is a financial advisor at M&A Wealth with a Series 65 credential and one year of industry experience. His prior roles include positions at Wells Fargo and JP Morgan Chase. He is also involved with P&C Life Insurance Agency, LLC. M&A Wealth provides financial planning and portfolio management primarily to individual and high-net-worth clients, utilizing a variety of investment approaches including internally developed model portfolios. The firm also serves as adviser and affiliated sponsor to private pooled investment vehicles and offers additional services such as retirement plan advice and educational workshops.
Adil M
Series 63, Series 65
Houston, TX
M&A Wealth
Adil Mackwani is a financial advisor at M&A Wealth with nine years of industry experience. He holds Series 63 and Series 65 licenses and has been involved with firms including Guardian Life and Mackwani & Associates Wealth Management. Outside of advisory work, he is a partner in a jewelry business and a licensed real estate agent. M&A Wealth primarily serves individual and high-net-worth clients, providing financial planning and portfolio management through a combination of active and passive strategies tailored to client needs. The firm is notable for advising private pooled investment vehicles and offering integrated services including insurance, tax, and family-office coordination.
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