Managing Your Wealth, Putting You First MA Wealth Management is an independent Family Office and Registered Investment Advisor that provides asset management and family office services for individuals and families with substantial assets. We offer an extensive platform of wealth management services, from investment policy design and estate planning, to philanthropic advising and lifestyle services. As our clients' personal chief financial officer, we help develop and implement a highly personalized strategic plan that integrates and coordinates the activities of other professional advisors to fulfill your financial goals. A trusted family advisor since 1956, our experience and expertise is available to help the highly affluent build a financial and family legacy for the future.
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The MA Wealth Management annual revenue was $4.2 million in 2026.
Mike Deovlet is the President and Chairman of the Board of MA Wealth Management.
1 people are employed at MA Wealth Management.
MA Wealth Management is based in Long Beach, California.
The NAICS codes for MA Wealth Management are [52, 523].
The SIC codes for MA Wealth Management are [62].