SourcingSourcing

MFG WEALTH MANAGEMENT, INC.

C48
CRD 125963·SEC 801-132898·INDIANAPOLIS, IN
AUM
$130.6M
$100M-$500M
Est. Revenue
$1.3M
@ 1% on AUM
Est. EBITDA
$392K
@ 30% margin
Est. Deal Value
$3.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
MFG WEALTH MANAGEMENT, INC.
CRD
125963
SEC file #
801-132898
EIN
830351360
DBA names
—

Economics

AUM
$130.6M
AUM band
$100M-$500M
AUM trajectory
'25'26
$111.8M → $130.6M▲ +17%
Client mix
Individuals Other295
Individuals High Net Worth29

Operations

Employees (total)
4
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'25'26
3 advisors → 3 advisors▬ 0%
Primary office
INDIANAPOLIS IN
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesSelection of other advisers
Fee basis
% of AUMHourly chargesFixed feesOther Compensation

Filings

Latest ADV filing
03/16/2026
ADV-W filed at
—
Website
instagram.com/mfgwealthmgmt/?hl=en(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MCCRACKEN, APRIL, LYNN
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
MCCRACKEN, APRIL, LYNN
MCCRACKEN, MICHAEL, RAY
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:instagram.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002053046
Edgar Registered
Yes
Edgar Filing Count
7
Edgar First Filing Date
2025-01-29
Edgar Last Filing Date
2026-04-09
Edgar 13f Count
6
Edgar 13f Latest AUM Estimate
Filing Date2026-04-09
Accession0002085853-26-000318

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
6920 SOUTH EAST STREET STE EINDIANAPOLIS, IN 46227
Business
6920 SOUTH EAST STREET STE EINDIANAPOLIS, IN 46227
Edgar EIN
830351360
Edgar Recent Filings
13F-HR2026-04-09 · 0002085853-26-000318
13F-HR2026-01-07 · 0002085853-26-000010
Firm Has Custody
No
Mailing Office Differs
No
Top Owner CRD
4644896
Trust Company Affiliate
No

People (4)

4
MCCRACKEN, MICHAEL, RAY
IAR · Direct Owner · 62.5%
2035026
MCCRACKEN, APRIL, LYNN
Direct Owner · 62.5%
4644896
KONTNEY, TERRI, LYNN
IAR · Executive Officer · 2.5%
2932655
Jeffrey James Gardner
IAR
6836710