MAV Wealth, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
MAV Wealth, LLC is a newly formed registered investment adviser that offers discretionary wealth management and comprehensive financial planning to individuals and high-net-worth clients. Its services include portfolio management for individual accounts, retirement-account advice, and periodic financial planning and consulting.
The firm typically pursues a long-term, fundamental-analysis approach and constructs diversified portfolios primarily using ETFs and low‑cost mutual funds, while retaining flexibility to trade for rebalancing, tax management, or cash needs. MAV Wealth also recommends and oversees unaffiliated independent managers when appropriate, performing initial and ongoing due diligence and allocating portions of client assets to those managers.
Compared with many firms in its category, MAV Wealth explicitly offers standalone financial planning and the selection/oversight of other advisers—services that are statistically uncommon for firms with no reported active advisors. The firm does not manage private funds or charge performance-based fees, is in its initial filing phase with no reported assets or clients, and discloses that its principal holds industry credentials (CFA, CAIA) and has a separate educational partnership that could present a potential conflict.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.00% $1,000,001 - $5,000,000: 0.75% $5,000,001 - $10,000,000: 0.50% $10,000,001+: 0.25%
Main office
Las Vegas NV
Advisors at this office
1
Most active in
Nevada
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting 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
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