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MANHATTAN WEALTH MANAGEMENT GROUP

Business and Investment Profile

The MANHATTAN WEALTH MANAGEMENT GROUP is a privately held investment adviser that advises $39.98mn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. MANHATTAN WEALTH MANAGEMENT GROUP is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets remained the same over the last few years.

Regulatory Profile

The Group has been registered with the SEC for 0.68 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 370 LEXINGTON AVENUE SUITE 1512, NEW YORK, NEW YORK. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.

Employee Profile

They have 1 employees comprised of 1 investment and 0 non-investment staff. The total number of Employees remained the same over the last few years.

Asset Profile

Their $39.98mn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 0 other accounts. Assets of High Net Worth Individuals clients own $21.7mn or 54.29% of Total Assets and Individuals own $17.14mn or 42.87% of Total Assets.

Investment Strategy Profile

The Group's top investment strategies include , representing of total assets, respectively.

Client Profile

They advise 2 types of clients, top clients are High Net Worth Individuals and Individuals.

Service Provider Profile

The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.

Fee Profile

The Group discloses fixed fees and management fees.

Sub-Advisers

MANHATTAN WEALTH MANAGEMENT GROUP names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.

Full profile: MANHATTAN WEALTH MANAGEMENT GROUP

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Keywords: Manhattan Wealth Management Group, Mwmg Advisors, Manhattan, Mwmg
Generated 2026-09-12T06:54:11.9176527.  © 2026 Convergence.