|
⚲
|
| MWM Group LLC
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| |
|---|---|
| CRD # | 164123 |
| SEC # | 801-76661 |
| CIK # | |
| AUM | $306.3 MM (2024-05-09) |
| Employees | 4 (25% Investors, 75% Brokers) |
| Phone | 718-696-4000 |
| Address | 335 Washington Ave Cedarhurst, NY 11516 |
| Source | [IAPD] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 224 | 73.9 |
| (b) Individuals (high net worth individuals) | 44 | 168.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 20 | 25.8 |
| (h) Charitable organizations | 7 | 21.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 17 | 17.2 |
| (n) Other | 0 | 0.0 |
| Total | 986 | 306.3 |
| By Discretionary | ||
| Discretionary | 986 | 306.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 986 | 306.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 306.3 | |
| Total | 986 | 306.3 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Eudaimonia Advisors LLC
✚
|
TN | 0.3 |
|
Arlen Capital LLC
✚
|
RI | 0.3 |
|
Focused Alpha LLC
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|
CO | 0.3 |
|
RFP Financial Group LLC
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|
GA | 0.3 |
|
Roberts Wealth Advisors LLC
✚
|
CA | 0.3 |
|
CornerStone Financial Planning LLC
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|
NH | 0.3 |
|
Wasserman Wealth Management LLC
✚
|
MI | 0.3 |
|
Kathleen S Wright Associates Inc
✚
|
PA | 0.3 |
|
Nikulski Financial Inc
✚
|
IA | 0.3 |
|
Boyd Wealth Management LLC
✚
|
CA | 0.3 |