Wealth manager, wrap-program sponsor · New York, NY
Manhattan Wealth Management Group
Mwmg Advisors, LLC · SEC-registered investment adviser · CRD 338376 · SEC 801-134686
At a glance
Manhattan Wealth Management Group is an SEC-registered investment adviser based in New York, New York, with $153 million in regulatory assets under management as of its Form ADV filed August 26, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 311 individual clients. By Form ADV it is a wealth manager (wrap-program sponsor), ranked 6,795th of 8,915 wealth managers and 13,577th of 17,210 SEC-registered advisers by assets.
Main office 212-810-6961manhattanwealth.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $153M
- Rank among wealth managers
- #6,795 of 8,915
- Rank among all SEC RIAs
- #13,577 of 17,210
- Rank in New York
- #2,017 of 2,591
- Individual clients
- 311
- High-net-worth clients
- 153
- Accounts
- 557
- Discretionary
- 100% of AUM
- Employees
- 3
- Advisory staff
- 3
- Offices
- 3
Owners and executives on its Form ADV
- Mathew T. GoldbergManaging Member and Chief Compliance Officer
Custody and brokerage
Broker-dealer
Hybrid RIA
Manhattan Wealth Management Group is a hybrid RIA: 2 of its employees are also registered representatives of a broker-dealer.
Its Form ADV brochure (filed August 2026) names LPL Financial, an unaffiliated broker-dealer, as the broker-dealer its advisers are registered with.
Certain IARs are also registered representatives of LPL Financial LLC (“LPL”) or licensed insurance agents, and certain IARs market under their own trade names; the related conflicts of interest are described in these Items. • Items 12, 14,
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 153 | $124M | 81% |
| Individuals | 158 | $26M | 17% |
| Corporations or other businesses | 3 | $1M | <1% |
| Pension and profit sharing plans | 5 | $1M | <1% |
Disciplinary disclosures
Manhattan Wealth Management Group reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Pension consulting
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗manhattanwealth.com ↗
AtlasMembers
The full record on Manhattan Wealth Management Group
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 1 years of filings
- Locked
- Growth over one, three and five years
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- Rank against 5,433 peers of its type and size
- Locked
- Owners and executives, with titles and stakes
- 1 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 3Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Manhattan Wealth Management Group manage?
Manhattan Wealth Management Group reports $153 million in regulatory assets under management across 557 accounts, 100% of it on a discretionary basis, on its Form ADV filed August 26, 2026.
What kind of firm is Manhattan Wealth Management Group?
Manhattan Wealth Management Group is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Manhattan Wealth Management Group’s clients?
By assets, its largest client types are high-net-worth individuals ($124 million, 153 clients); individuals ($26 million, 158 clients); corporations or other businesses ($1 million, 3 clients).
Does Manhattan Wealth Management Group have any disciplinary history?
Manhattan Wealth Management Group reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Manhattan Wealth Management Group’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-08-26), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →