Adil N. Mackwani

M&A WEALTH

Sugarland, TX

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CRD#: 6694549

Professional summary

Adil Noorallah Mackwani, who also goes by Adil N Mackwani, Adil Mackwani, is a registered financial advisor currently at M&A WEALTH located in Sugarland, Texas.

Adil is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Adil has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Adil N Mackwani | Adil Mackwani

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

(2) 2018-Present: Insurance Agent/Insurance Related/Sugarland, TX/Independent insurance agent/Offering insurance products and services via unaffiliated issuers via P&C LIFE INSURANCE AGENCY, LLC./Involves approximately 10% time each month, including during traditional business hours.//(2) 2017-Present: TYS Jewelers/Not Investment Related/Houston, TX/Jeweler/Sales Consultant/Involves 1% time each month, typically after traditional business hours.// 2023-Present/ Realestate Agent/ Centeral Metro/ Realestate Transactions Residential and Commerical/Involves approximately 2% time each month, including during traditional business hours.2021-Present: Mack Capital, LLC / Investment-Related / Houston, TX / Managing Member / Involves approximately 1% time each month, including during traditional business hours.//2021-Present: Multi Asset Class Fund 1, LLC / Investment-Related / Houston, TX / General Partner / Involves approximately 1% time each month, including during traditional business hours// 2024-Present: Big Boss Jewelers / Not Investment-Related / Houston, TX / Partner / Passive role / Involves approximately 1 hour per month, typically outside traditional business hours.//

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Adil Noorallah Mackwani's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

December 6, 2018 - Present

M&A WEALTH

Office #2: 4545 Post Oak Pl Dr. Suite 205d, Houston, TX 77027

RIA

CRD#: 299284

Sugarland, TX

Past

May 1, 2018 - October 15, 2018

PARK AVENUE SECURITIES LLC

RIA

CRD#: 46173

HOUSTON, TX

Past

June 2, 2017 - October 15, 2018

PARK AVENUE SECURITIES LLC

CRD#: 46173

HOUSTON, TX

Past

September 17, 2016 - December 14, 2016

FORESTERS FINANCIAL SERVICES, INC.

CRD#: 305

HOUSTON, TX

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Georgia
(8/4/2023)

IAR

New Jersey
(7/31/2025)

IAR

Texas
(12/6/2018)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 4/30/2018

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/4/2016

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 9/17/2016

Investment Company Products/Variable Contracts Representative Examination

Current Firm

M&A WEALTH

M&A WEALTH | MACKWANI & ASSOCIATES WEALTH MANAGEMENT, LLC | MACKWANI & ASSOCIATES (M&A) | MACKWANI & ASSOCIATES

CRD#: 299284 / SEC#:

Georgia

Registered Investment Advisory firm - (8/4/2023 Approved)

New Jersey

Registered Investment Advisory firm - (7/31/2025 Approved)

Texas

Registered Investment Advisory firm - (12/6/2018 Approved)

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Contact information

Main Address

Sugarland, TX

Mailing Address

Phone number

(713) 540-7247

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	119
AUM (Assets Under Management)	$ 7,972,032

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Adil N. Mackwani

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Adil Noorallah Mackwani's CRS (Customer Relationship Summary).

Certified licenses

Experience

M&A WEALTH

PARK AVENUE SECURITIES LLC

PARK AVENUE SECURITIES LLC

FORESTERS FINANCIAL SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 4/30/2018

Series 63

Date: 10/4/2016

SIE

Date: 10/1/2018

Series 6

Date: 9/17/2016

Current Firm

M&A WEALTH

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

M&A WEALTH

TRUST BUT VERIFY

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