Aljz Consulting, Llc
SEC-registered
Insurance-Affiliated · Small ($100M–$1B)
CRD 332823
· SEC file 801-135933
·
· www.mgfsprivatewealth.com
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ADV data as of May 11, 2026
- Regulatory AUM
- $117M
- Discretionary
- $0
- Clients
- 207
- Avg AUM / client
- $564K
- Accounts
- 549
- Employees
- 3
AUM over time
$117M
$117M
Dec 2025
May 2026
Annual snapshots from Form ADV filings · as of May 11, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 159 | $40.6M | 34.8% |
| High net worth individuals | 48 | $76.2M | 65.2% |
People (1)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Adam Louis Schwartz | Registered representative | CFP | Oct 2024 (2y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/11/2026 | 1.15 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Assetmark Brokerage, Llc $116M (99% of AUM) May 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 11, 2026.
View current Form ADV (SEC/IAPD) ↗