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MANHATTAN WEALTH MANAGEMENT GROUP

Legal name: MWMG ADVISORS, LLC

CRD 338376File 801-134686
APPROVED
Retail clients
Filing as of Apr 8, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$40.0M
Bottom 25% of cohort (national)
Discretionary AUM
$40.0M
Clients
61
123 accounts
Employees
1
Bottom 25% of cohort in NY

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
NYRO
Registration date
Nov 25, 2025
Principal office
370 LEXINGTON AVENUE, SUITE 1512, NEW YORK, NY, 10017
Phone
212-810-6961

Assets & accounts

ADV Item 5F
Total regulatory AUM
$40.0M
Discretionary AUM
$40.0M
Non-discretionary AUM
$0
Discretionary accounts
123
Non-discretionary accounts
0
Total accounts
123
AUM per client
$655K

Clients by type

ADV Item 5D
Client typeClientsAUM
OtherFewer than 5$1.1M
High net worth individuals12$21.7M
Individuals (other than high net worth individuals)49$17.1M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Fixed fees
  • A percentage of assets under your management

Advisory activities

  • Financial planning services
  • Selection of other advisers
  • 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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

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.