MDX WEALTH MANAGEMENT

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Adviser Profile
As of Date 03/31/2025
Adviser Type
Number of Employees 7
of those in investment advisory functions 6
Registration Arizona, Approved, 11/02/2016
Other registrations (3)
AUM* 63,500,955
of that, discretionary 35,645,563
Private Fund GAV* 0
Avg Account Size 260,250
% High Net Worth 3.31%
SMA’s No
Private Funds 0
Contact Info 713 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges

Reported AUM

1 1 1 1
Discretionary
Non-discretionary

Private Funds

No private funds

Employees