SourcingSourcing

MEG GREEN & ASSOCIATES, INC.

C36
CRD 284866·SEC 801-108236·PLANTATION, FL
AUM
$1.02B
$1B+
Est. Revenue
$10.2M
@ 1% on AUM
Est. EBITDA
$3.1M
@ 30% margin
Est. Deal Value
$24.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
MEG GREEN & ASSOCIATES, INC.
CRD
284866
SEC file #
801-108236
EIN
—
DBA names
Mg&a Wealth

Economics

AUM
$1.02B
AUM band
$1B+
AUM trajectory
'20'26
$583.7M → $1.02B▲ +74%
Client mix
Individuals Other413
Individuals High Net Worth231
Charitable Organizations9
Pooled Investment Vehicles2
Corporations2

Operations

Employees (total)
15
Advisory staff (per ADV)
6
Advisory staff (5-yr trend)
'20'26
5 advisors → 6 advisors▲ +20%
Primary office
PLANTATION FL
Branches
—

Custodian & Brokerage

Primary custodian
Fidelitylow confidence
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisers
Fee basis
% of AUMHourly chargesFixed feesOther Compensation

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
meggreen.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BATTAGLIA, TODD, MICHAEL
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
5
Control Persons
BATTAGLIA, TODD, MICHAEL
CALENZANI, HUGO, MANUEL
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
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
ok
Rdap Domain
MEGGREEN.COM
Rdap Domain Creation Date
1998-12-14T05:00:00Z
Rdap Firm Age Years
28
Rdap Firm Age Band
20+y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

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

Adv W Recently Filed
No
Bc Firm Active Bc Count
7
Bc Firm Active IA Count
7
Bc Firm IAR Count
7
Custodian Candidates
Full
Fidelity4
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-12-13T05:00:00Z
Rdap Domain Last Changed
2021-10-14T07:50:44Z
Rdap Nameservers
Ns5.worldnic.comNs6.worldnic.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
1965041
Trust Company Affiliate
No

People (9)

9
BATTAGLIA, TODD, MICHAEL
IAR · Direct Owner · 87.5%
1965041
CALENZANI, HUGO, MANUEL
IAR · Direct Owner · 7.5%
4924231
O'HALLORAN, JAMES, SEAN
IAR · Direct Owner · 7.5%
2850664
MALLORY CURIAN MANGRUM
Executive Officer · 2.5%
2481051
KEVIN BERNARD MCGANN
Executive Officer · 2.5%
1937310
Scott Lam
IAR
6909770
KARINA P HINKELMANN
IAR
6170793
Scarlyn Maria Leonardo
IAR
7180336
Carolina Restrepo
IAR
6483136