MWMG Advisors LLC

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MWMG Advisors LLC
CRD #338376
SEC #801-134686
CIK #
AUM 40.0 M (2026-04-08)
Employees 1 (100% Investors, 100% Brokers)
Fees
Minimum
Phone212-810-6961
Address370 Lexington Avenue
New York, NY 10017
Source [IAPD] [Website] [LinkedIn]
Total AUM ($M)
40322416802010201520212027
Fees and Compensation — Form ADV Part 2A (4/8/2026) [Brochure]
Item 5: Fees and Compensation

A. Fee Schedule

Portfolio Management Fees

        Total Assets Under Management             Annual Fees
        $0 - $499,999                             1.45%

        $500,000 - $749,999                       1.30%

        $750,000 - $999,999                       1.10%

        $1,000,000 - $4,999,999                   0.95%

        $5,000,000 - AND UP                       0.85%

The advisory fee is calculated using the value of the assets in the Account on the last
business day of the prior billing period.

These fees are generally negotiable and the final fee schedule will be memorialized in the
client’s advisory agreement. Clients may terminate the agreement without penalty for a
full refund of MWMG's fees within five business days of signing the Investment Advisory
Contract. Thereafter, clients may terminate the Investment Advisory Contract generally
with 14 days' written notice.

Selection of Other Advisers Fees

Clients will pay MWMG its standard fee in addition to the standard fee for the advisers
to which it directs those clients. This relationship will be memorialized in each contract
between MWMG and each third-party adviser. The fees will not exceed any limit imposed
by any regulatory agency.

Fees for LPL Advisory Programs

The account fee charged to the client for each LPL advisory program is negotiable,
subject to the following maximum account fees:

MWP                           2.95%**

** The MWP account fee consists of an advisory fee of up to 2.35% and a manager fee of
up to 0.60%. See the MWP program brochure for more information.

Fees will be adjusted for deposits and withdrawals made during the quarter.

Financial Planning Fees

Fixed Fees

The negotiated fixed rate for creating client financial plans is between $2,500 and $25,000.

Clients may terminate the agreement without penalty, for full refund of MWMG’s fees,
within five business days of signing the Financial Planning Agreement. Thereafter, clients
may terminate the Financial Planning Agreement generally upon written notice.

B. Payment of Fees

Payment of Portfolio Management Fees

Asset-based portfolio management fees are withdrawn directly from the client's accounts
with client's written authorization on a quarterly basis. Fees are paid in advance.

Payment of Selection of Other Advisers Fees

The timing, frequency, and method of paying fees for selection of third-party managers
will depend on the specific third-party adviser selected.

Payment for LPL Advisory Programs

Account fees are payable quarterly in advance.

Payment of Financial Planning Fees

Financial planning fees are paid via check.

Fixed financial planning fees are paid 50% in advance, but never more than six months in
advance, with the remainder due upon presentation of the plan.

C. Client Responsibility For Third Party Fees

Clients are responsible for the payment of all third party fees (i.e. custodian fees,
brokerage fees, mutual fund fees, transaction fees, etc.). Those fees are separate and
distinct from the fees and expenses charged by MWMG. Please see Item 12 of this
brochure regarding broker-dealer/custodian.

D. Prepayment of Fees

MWMG collects fees in advance. Refunds for fees paid in advance but not yet earned will
be refunded on a prorated basis and returned within fourteen days to the client via check,
or return deposit back into the client’s account.

For all asset-based fees paid in advance, the fee refunded will be equal to the balance of
the fees collected in advance minus the daily rate* times the number of days elapsed in
the billing period up to and including the day of termination. (*The daily rate is calculated
by dividing the annual asset-based fee rate by 365.)

Fixed fees that are collected in advance will be refunded based on the prorated amount of
work completed at the point of termination.

E. Outside Compensation For the Sale of Securities to Clients

Mathew Goldberg is a registered representative of a broker-dealer and an insurance agent
and in these roles, accepts compensation for the sale of investment products to MWMG
clients.

1. This is a Conflict of Interest

   Supervised persons may accept compensation for the sale of investment products,
   including asset based sales charges or service fees from the sale of mutual funds to

           MWMG's clients. This presents a conflict of interest and gives the supervised person
           an incentive to recommend products based on the compensation received rather than
           on the client’s needs. When recommending the sale of investment products for which
           the supervised persons receives compensation, MWMG will document the conflict of
           interest in the client file and inform the client of the conflict of interest.

       2. Clients Have the Option to Purchase Recommended Products From
       Other Brokers

           Clients always have the option to purchase MWMG recommended products through
           other brokers or agents that are not affiliated with MWMG.

       3. Commissions are not MWMG's primary source of compensation for
       advisory services

           Commissions are not MWMG’s primary source of compensation for advisory services.

       4. Advisory Fees in Addition to Commissions or Markups

           Advisory fees that are charged to clients are reduced to offset the commissions or
           markups on investment products recommended to clients.
Account Minimums and Types of Clients — Form ADV Part 2A (4/8/2026) [Brochure]
Item 7: Types of Clients

MWMG generally provides advisory services to the following types of clients:

       ❖      Individuals
       ❖      High-Net-Worth Individuals
       ❖      Corporations or Business Entities

There is no account minimum for any of MWMG’s services.

For the MWP program, the lowest minimum for a portfolio is $25,000. In certain instances, a lower
minimum for a portfolio is permitted.
AUM Breakdown Accounts AUM ($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)
ServesInstitutional, Retail
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