|
⚲
|
| Keyboard |
| MWMG Advisors LLC
✚
|
|
|---|---|
| CRD # | 338376 |
| SEC # | 801-134686 |
| CIK # | |
| AUM | 40.0 M (2026-04-08) |
| Employees | 1 (100% Investors, 100% Brokers) |
| Fees | |
| Minimum | |
| Phone | 212-810-6961 |
| Address | 370 Lexington Avenue New York, NY 10017 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 49 | 17.1 |
| (b) Individuals (high net worth individuals) | 12 | 21.7 |
| (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 | 0 | 1.1 |
| (n) Other | 0 | 0.0 |
| Total | 123 | 40.0 |
| By Discretionary | ||
| Discretionary | 123 | 40.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 123 | 40.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 40.0 | |
| Total | 123 | 40.0 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
McNeill Capital LLC
✚
|
NY | 40.6 M |
|
II Technology LLC
✚
|
TX | 40.5 M |
|
Arcap Partners LLC
✚
|
NY | 40.5 M |
|
Lighthouse Swiss Wealth Advisors AG
✚
|
40.4 M | |
|
Montrose Estate Capital Management LLC
✚
|
TX | 40.0 M |
|
Catton Capital Partners LLC
✚
|
CA | 39.6 M |
|
IHS Wealth Management LLC
✚
|
NY | 39.4 M |
|
Apollo Wealth Management LLC
✚
|
39.3 M | |
|
Amidon & Petersen Financials LLC
✚
|
NY | 39.1 M |
|
Native American Fund Advisors LLC
✚
|
OK | 38.9 M |