Mavs Wealth Management Group, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Mavs Wealth Management Group, LLC is a newly formed SEC‑registered investment adviser that provides investment management and financial planning to individuals, high‑net‑worth clients, IRAs and business owners and may also operate through pooled vehicles and third‑party platforms. Its service menu includes portfolio management, subscription financial planning, and on‑demand hourly consulting, alongside access to turnkey asset management programs and institutionalized digital platforms.
The firm builds customized portfolios using an asset‑allocation framework that draws on fundamental, technical and tactical analysis and offers both discretionary and non‑discretionary implementation with regular monitoring and rebalancing. It works through third‑party solutions — including TAMPs and Schwab’s Institutional Intelligent Portfolios® program, and recommends custodial options such as Charles Schwab and Altruist — while describing the use of artificial intelligence tools for research, predictive analytics and administrative tasks with human oversight.
Notable distinctions for a manager in this category include the explicit offering of hourly consulting and a subscription planning model in addition to traditional asset‑based management, a practice that is statistically uncommon among investment‑manager firms. The firm also discloses startup status with no reported assets under management and describes economic relationships with custodians and insurance vendors that may provide benefits to the firm, with stated policies to manage those conflicts under its fiduciary obligations.
Client services
Financial planning
Portfolio management
Expertise
Business succession planning
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Divorce financial planning
Occupation focus
Founder/Business Owner
Executive
Fee options
Financial planning subscription fee ranging from $50 to $150, based on scope and complexity.
Insurance product commissions vary by product and carrier; paid separately from advisory fees.
Hourly consulting services charged based on actual time spent; specific rates not stated.
Account minimum: A minimum total investment amount to open or maintain an account is generally required, but no specific dollar amount is stated.
Main office location
Mavs Wealth Management Group, LLC
7901 4 Th Street N, Suite 300
St. Petersburg FL 33702, United States
Number of offices
1
Most active in
Mavs Wealth Management Group, LLC has reported serving >5 clients in these states in the last 12 months.
Florida
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
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.
-
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.
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