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MWM GROUP LLC
CRD 164123File 801-76661
APPROVED
Retail clients
Filing as of May 22, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$431.0M
Below cohort median (national)
Discretionary AUM
$428.6M
Non-discretionary $2.4M
Clients
364
971 accounts
Employees
4
Below cohort median in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- May 12, 2012
- Principal office
- 335 WASHINGTON AVE, CEDARHURST, NY, 11516
- Phone
- 718-696-4000
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $431.0M
- Discretionary AUM
- $428.6M
- Non-discretionary AUM
- $2.4M
- Discretionary accounts
- 968
- Non-discretionary accounts
- 3
- Total accounts
- 971
- AUM per client
- $1.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 36 | $182.3M |
| High net worth individuals | 63 | $195.4M |
| Individuals (other than high net worth individuals) | 265 | $53.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Commissions
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.