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| I'm in the process of updating the data!! apologies for any slow speeds! |
| MWM Group LLC
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|---|---|
| CRD # | 164123 |
| SEC # | 801-76661 |
| CIK # | |
| AUM | $362.4 MM (2025-03-28) |
| Employees | 4 (50% Investors, 75% Brokers) |
| Phone | 718-696-4000 |
| Address | 335 Washington Ave Cedarhurst, NY 11516 |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 236 | 59.1 |
| (b) Individuals (high net worth individuals) | 63 | 289.3 |
| (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 | 17 | 14.0 |
| (n) Other | 0 | 0.0 |
| Total | 417 | 362.4 |
| By Discretionary | ||
| Discretionary | 417 | 362.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 417 | 362.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 362.4 | |
| Total | 417 | 362.4 |
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|---|---|---|
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TX | 0.4 |
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Proctor Financial Inc
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MA | 0.4 |
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Womack Wealth Management Inc
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TX | 0.4 |
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RFP Financial Group LLC
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GA | 0.4 |
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Ferguson Shapiro LLC
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GA | 0.4 |
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Three Seasons Wealth
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UT | 0.4 |