SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Manhattan Wealth Management Group
New York, NY
MWMG Advisors, LLC, CRD 338376
Firm filing updated August 26, 2026 ·
- $153.1MAssets
- 319Clients
- 3Advisory staff
- 557Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Fixed feesYes
- Hourly chargesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- Individuals158
- High net worth individuals153
- Pension and profit sharing plans5
- Corporations or other businesses3
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 158 | $26.4 million |
| High net worth individuals | 153 | $124.4 million |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 5 | $921,320 |
| Corporations or other businesses not listed above | 3 | $1.5 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
See all 4 services
- Selection of other advisors (including private fund managers)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisors (including private fund managers)
Assets and accounts
- Regulatory assets$153.1 million
- Accounts557
- DiscretionaryAll accounts
People
- Employees3
- Advisory staff3
- Broker-dealer reps2
- Licensed insurance agents2
- Planning clients0
Advisors
2 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- Legal name: MWMG Advisors, LLC SEC-registered investment advisor. CRD 338376, SEC file 801-134686.
- Registered with the SEC as an investment advisor (status date on record: November 25, 2025).
Is Manhattan Wealth Management Group a fiduciary?
Short answer: Manhattan Wealth Management Group is registered with the SEC as an investment advisor.
More detail
Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
Some of the firm's people may also act for a broker-dealer: 2 staff are broker-dealer representatives. When someone acts for a broker-dealer, a different SEC standard, Regulation Best Interest, applies to their recommendations. Ask which role they are acting in.
2 staff are licensed insurance agents.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.