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MW ADVISOR, LLC

CRD 332429 · SEC 801-131369

Advisory firmLLC

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

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ONE BRYANT PARK, 38TH FLOOR, NEW YORK, NY, 10036, United States

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$552.5M

Discretionary AUM

$552.5M

Team

115 total employees; 19 advisory reps

Clients

—

Fees

Percentage of AUM; Performance-based fees

Org form

Limited Liability Company

Filing date

2026-03-31

Disciplinary history

No

Services

Portfolio management (pooled vehicles)

Client types

TypeClientsAUM
Pooled investment vehicles1$552.5M

States served

DE, MA, NY, CT

All web addresses on file

Official SEC filing: View on IAPD