Mayert, Larson & Derlago Wealth Management Group

Overview

MLD Wealth supports private client families through a team of wealth professionals. Its services include payroll management, cash management, bill payment, consolidated reporting, accounting and bookkeeping, trust administration, and tax preparation.¹

History

The firm says its practice began as a partnership in 2004.³

Leadership

- Chad Larson, Senior Portfolio Manager⁴ - Curtis Mayert, Senior Wealth Advisor⁴ - Mehul Sudra, Senior Investment Advisor and Associate Portfolio Manager⁴ - Shannon Sowa, Senior Investment Advisor⁴ - Gurman Arora, Senior Financial Planner and Associate Portfolio Manager⁴

Services

MLD Wealth combines investment management with broad financial administration and planning. Its holistic planning process reviews a client’s career, business, asset mix, tax opportunities, and investment returns.¹⁵

The firm says its investment approach may include mortgages, private equity, private debt, and institutional-grade real estate alongside stocks and bonds.¹

What the firm offers

• Investment management
• Tax planning
• Administration and bill pay
• Private and alternative investments

Client Focus

MLD Wealth identifies high-net-worth individuals and families, business owners, successful entrepreneurs, and self-employed professionals as typical clients.⁶

Approach

The firm says portfolios are managed under a written Investment Policy Statement that addresses the client’s investment timeline, return expectations, and risk tolerance.⁷

MLD Wealth charges fees as a percentage of managed investments rather than through transaction commissions or loads.⁶

Assets and Minimums

MLD Wealth reports approximately $845 million in total client assets under management.⁸ The firm reports a minimum of $2,000,000 in investable assets for its service model and says some client accounts exceed $50 million.⁶

The dealer associated with MLD Wealth, Canaccord Genuity Corp., is listed by the Canadian Investment Regulatory Organization as an Investment Dealer approved as a CIRO participant.⁹

FAQs

Related resources

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• Similar firmsBC Partners in Planning Ltd.
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Sources

1. MLD Wealth
2. MLD Wealth, Meet the Team
3. MLD Wealth, Wealth Professional Magazine Names Chad Larson One of Canada’s Top 50 Advisors
4. MLD Wealth, Meet the Team
5. MLD Wealth, Our Approach
6. MLD Wealth, FAQ
7. MLD Wealth, FAQ
8. MLD Wealth, Accolades
9. Canadian Investment Regulatory Organization, Canaccord Genuity Corp.

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.