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Manhattan Wealth Management Group

New York, NYSEC-registered investment adviserCRD 338376

Filed as MANHATTAN WEALTH MANAGEMENT GROUP · Legal name MWMG Advisors, LLC

Manhattan Wealth Management Group is an SEC-registered investment advisory firm in New York, NY, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 26, 2026.

0 years
registered since 2025
$153,113,339
assets under management
2 arrangements
Percentage of assets, Fixed fees
None
disclosure items (Item 11)

Quick answers

From the filing

How is Manhattan Wealth Management Group compensated?

On its Form ADV (Item 5.E, October 2026), Manhattan Wealth Management Group reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

Where is Manhattan Wealth Management Group located?

Manhattan Wealth Management Group's principal office is in New York, NY, according to its Form ADV; the September 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

Is Manhattan Wealth Management Group registered with the SEC or a state?

Manhattan Wealth Management Group is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 338376.

How much does Manhattan Wealth Management Group manage?

Manhattan Wealth Management Group reports $153,113,339 in regulatory assets under management in its Form ADV filing dated August 26, 2026 (100% discretionary).

What types of clients does Manhattan Wealth Management Group serve?

By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (158); high net worth individuals (153); pension and profit sharing plans (but not the plan participants or government pension plans) (5).

Which custodians does Manhattan Wealth Management Group use?

Manhattan Wealth Management Group's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists LPL Financial LLC as a custodian holding 10% or more of its separately managed account assets.

Does Manhattan Wealth Management Group report any disciplinary disclosures?

Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/338376

What changed in Manhattan Wealth Management Group's recent Form ADV filings?

In the September 2026 filing data: Added the business name Wexford Financial Strategies. Employees performing advisory functions went from 1 to 3. Regulatory assets under management went from $39,975,296 to $153,113,339 (+283%). Added an office in Boca Raton, FL. Added an office in Melville, NY.

From the Form ADV filing

Every figure below is as the firm filed it with regulators, as of October 2026.

How the firm is compensated

Item 5.E
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

Fees and minimums

Form ADV Part 2A

The brochure lists different fees for different services or strategies; see the brochure for them.

Minimum annual fee: None

The brochure's wording
MWMG does not impose a minimum account size or minimum fee for its advisory services.

As stated in the firm's Form ADV Part 2A brochure dated August 26, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site

Regulatory assets under management

Item 5.F
$153,113,339

$153,113,339 as of October 2026, filing dated August 26, 2026.

Discretionary: $153,113,339.Non-discretionary: $0.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

Who the firm serves

Item 5.D
Individuals (other than high net worth individuals)
Clients 158 Assets $26,351,395 (17%)
High net worth individuals
Clients 153 Assets $124,368,544 (81%)
Pension and profit sharing plans (but not the plan participants or government pension plans)
Clients 5 Assets $921,320 (1%)
Corporations or other businesses not listed above
Clients 3 Assets $1,472,080 (1%)

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

Advisory services

Item 5.G
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)

Registration and firm details

Items 1, 2, 5
Legal name
MWMG Advisors, LLC
Also doing business as
WEXFORD FINANCIAL STRATEGIES
Registration
SEC-registered investment adviser. Status as filed: Approved.
Registered since
2025 (0 years)
Employees
Total: 3. Performing investment advisory functions: 3.
Wrap fee program participation
Yes.
Custodians (Schedule D, Section 5.K(3))

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

Other offices (Schedule D, Section 1.F)
2 other offices, as of the September 2026 filing
Boca Raton, FLMelville, NY
States registered or notice-filed
4 states or jurisdictions
FLNJNYTX

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

Disclosures

Item 11

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

Changes in the filing

Last 12 months
  1. September 2026
    • Added the business name Wexford Financial Strategies.
    • Employees performing advisory functions went from 1 to 3.
    • Regulatory assets under management went from $39,975,296 to $153,113,339 (+283%).
    • Added an office in Boca Raton, FL.
    • Added an office in Melville, NY.
  2. May 2026
    • Regulatory assets under management went from $0 to $39,975,296.
  3. March 2026
    • Registered or notice-filed in FL, NJ.
  4. February 2026
    • Registered or notice-filed in TX.
  5. December 2025
    • Newly registered with the SEC.

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.

Websites listed on Form ADV

Item 1.I
manhattanwealth.comwexfordfs.com

Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."

Cite this page

AdvisorCensus. Manhattan Wealth Management Group (CRD 338376): Form ADV filing data as of October 2026.
https://advisorcensus.com/firm/manhattan-wealth-management-group-new-york-ny-338376