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MWM GROUP LLC
CRD 164123 · SEC 801-76661
335 WASHINGTON AVE, CEDARHURST, NY, 11516, United States
Phone
718-696-4000
Fax
718-696-4001
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$431.0M
Discretionary AUM
$428.6M
Team
4 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees; Commissions
Org form
Limited Liability Company
Filing date
2026-05-22
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 265 | $53.2M |
| High net worth individuals | 63 | $195.4M |
| Corporations/business entities | 36 | $182.3M |
States served
MD, NJ, NY, PA, FL
Official SEC filing: View on IAPD