MFT Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$136,330,348
Total clients
12
100% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
12
Average account size
$11,360,862
About
MFT Wealth Management is an SEC‑registered investment adviser that offers discretionary investment management, modular financial planning, and a separate short‑term trading service. The firm intends to serve pooled vehicles, institutional and high‑net‑worth clients while also providing services that can be tailored for individual investors.
The firm’s investment approach combines Modern Portfolio Theory–based strategic allocations with tactical adjustments and periodic rebalancing, using equities, fixed income and a heavy reliance on ETFs (including cryptocurrency and precious‑metal ETFs) and the option to construct Sharia‑compliant portfolios. MFT also operates an explicitly discretionary short‑term trading capability that employs technical analysis, event‑driven strategies, options, and the use of margin and short selling, with continuous monitoring of those trading accounts.
Noteworthy features relative to peers include the simultaneous offering of long‑term institutional management alongside active intraday trading and explicit crypto and precious‑metal allocations, as well as a stated ability to tactically move portfolios to cash. The firm’s owner is also a licensed insurance agent who may receive commissions on insurance or annuity sales, and the firm discloses operational practices—such as not aggregating client orders and not voting client proxies—that create specific conflicts and governance considerations for prospective clients.
Client services
Financial planning
Portfolio management
Expertise
Tax-loss harvesting
Options & derivatives strategies
Cash flow / budgeting
Occupation focus
Executive
Founder/Business Owner
Demographic focus
Values-based investing
Fee options
Financial planning fees range from $5,000 to $15,000 or more depending on complexity.
Account minimum: $1,000,000 for Investment Management Services; $500,000 for Short-Term Trading Services
Main office location
MFT Wealth Management
Boston MA, United States
Number of offices
1
Most active in
MFT Wealth Management has reported serving >5 clients in these states in the last 12 months.
Massachusetts · Texas
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:
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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.
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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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