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| Keyboard |
| MWM Group LLC
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|---|---|
| CRD # | 164123 |
| SEC # | 801-76661 |
| CIK # | |
| AUM | 431.0 M (2026-05-22) |
| Employees | 4 (50% Investors, 75% Brokers) |
| Phone | 718-696-4000 |
| Address | 335 Washington Ave Cedarhurst, NY 11516 |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 265 | 53.2 |
| (b) Individuals (high net worth individuals) | 63 | 195.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 36 | 182.3 |
| (n) Other | 0 | 0.0 |
| Total | 971 | 431.0 |
| By Discretionary | ||
| Discretionary | 968 | 428.6 |
| Non-Discretionary | 3 | 2.4 |
| Total | 971 | 431.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 7.0 | |
| United States Persons | 424.0 | |
| Total | 971 | 431.0 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Lisanti Capital Growth LLC
✚
|
NY | 432.5 M |
|
TRED Avon Family Wealth LLC
✚
|
MD | 431.9 M |
|
FSB Premier Wealth Management Inc
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|
IA | 431.7 M |
|
MRWM Advisors LLC
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|
TN | 431.7 M |
|
NBZ Investment Advisors LLC
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|
TN | 431.2 M |
|
Prospect Financial Services LLC
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|
NY | 431.0 M |
|
Causey Public Finance LLC
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|
430.9 M | |
|
Castle Wealth Management LLC
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|
FL | 430.1 M |
|
Shayne & Jacobs LLC
✚
|
TN | 429.5 M |
|
Symphony Financial Services Inc
✚
|
OH | 428.7 M |