Shimon Willig
Investment adviser representative at Mwm Group LLC
11 yearsExperience
1 stateRegistered in
$431MFirm assets
14 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Purshe Kaplan Sterling InvestmentsDec 2020 to now
- Mwm Group LLCSep 2020 to now
- UnemployedJul 2020 to Sep 2020
- Mir JerusalemApr 2015 to Jul 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (NY).
Mwm Group LLC
$431MAssets managed
364Clients
2Advisers
14 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7321471
- Firm CRD
- 164123