Advisor at HAPPYRICH Capital
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
HAPPYRICH Capital
Location
Monroe Township, NJ
Credentials
Series 65
Industry experience
6 years
Abhijeet Mhatre is a financial advisor at HAPPYRICH Capital with six years of industry experience. He holds a Series 65 designation and has worked at MFA Wealth Inc. since 2020, following a 14-year tenure at Morgan Stanley. Outside of his advisory role, he is involved with Onramp Invest, a crypto asset integration platform, as an investor without responsibility for daily operations. HAPPYRICH Capital (MFA Wealth Inc.) provides fee-only investment management and financial planning to individuals, pension and profit-sharing plans, trusts, and other entities, managing approximately $45 million in client assets. The firm emphasizes strategic asset allocation using passive index funds and ETFs combined with tactical active management, and it maintains documented investment policy statements for each client.
Based on HAPPYRICH Capital
Financial planning fees range from $2,500 to $15,000 depending on complexity.
1% annually (negotiable)
$300 per hour for limited scope engagements and follow-up implementation work.
Account minimum: $1,000,000.00 Fee-only: Fee-only investment management and financial planning firm.
Monroe Township, NJ
California · New Jersey · New York · Texas
MFA Wealth Inc.
2020 - Present (6 years)
Morgan Stanley
2007 - 2021 (14 years)
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Is active or affiliated with:
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Bank
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Trust company
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Fund sponsor
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
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Series 63, Series 65
Princeton, NJ
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Series 63, Series 65
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Parkview Capital Management
Series 63, Series 66
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Certified Wealth Management & Investment LLC
Series 63, Series 65
Princeton, NJ
Patton Hall, LLC
Series 65
Princeton, NJ
Ansonia Capital Advisors LLC
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