# Manhattan Wealth Management Group

> 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.

- CRD: 338376
- Filed as: MANHATTAN WEALTH MANAGEMENT GROUP
- Legal name: MWMG Advisors, LLC
- Also doing business as: WEXFORD FINANCIAL STRATEGIES
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: August 26, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/338376
- AdvisorCensus page: https://advisorcensus.com/firm/manhattan-wealth-management-group-new-york-ny-338376

## Quick answers

**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

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

### Fees and minimums (Form ADV Part 2A brochure dated August 26, 2026)

- Minimum annual fee: None

> MWMG does not impose a minimum account size or minimum fee for its advisory services.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- LPL Financial LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $153,113,339
- Discretionary: $153,113,339
- Non-discretionary: $0

### Clients (Item 5.D)

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

### 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)

### Firm details
- Registered since: 2025 (0 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: FL, NJ, NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the September 2026 filing
- Boca Raton, FL
- Melville, NY

### Websites listed on Form ADV (Item 1.I)
- manhattanwealth.com
- wexfordfs.com
- Facebook @manhattanwealth
- LinkedIn @manhattan-wealth-management-group

## Changes in the filing (last 12 months)

### 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.

### May 2026
- Regulatory assets under management went from $0 to $39,975,296.

### March 2026
- Registered or notice-filed in FL, NJ.

### February 2026
- Registered or notice-filed in TX.

### December 2025
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Manhattan Wealth Management Group (CRD 338376): Form ADV filing data as of October 2026.