MGO Wealth Advisors LLC
Legal Name: MGO WEALTH ADVISORS, LLC
Full Contact Details
MGO Wealth Advisors LLC
4675 MACARTHUR COURT, SUITE 600, NEWPORT BEACH, CA
(949) 207-3241
949-207-3240
Other Info
MGO Wealth Advisors LLC, a limited liability company based in Delaware, has three advisory employees among its four-person staff. It is unclear how many clients the firm serves, but its registration with the U.S. Securities and Exchange Commission was approved on July 6, 2016.
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Direct Owners
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CYNTHIA PON
CHIEF FINANCIAL OFFICER owns less than 5%
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MGO GROUP, LLC
MANAGING MEMBER owns 75% or more
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ROBERTO ROMAN
CHIEF EXECUTIVE OFFICER owns less than 5%
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ROMAN, LLC
MEMBER owns more than 10% but less than 25%
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TODD ERIC LUNSFORD
CHIEF COMPLIANCE OFFICER owns less than 5%
Indirect Owners
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KEVIN JAMES O'CONNELL
MEMBER owns more than 25% but less than 50%