# MWP Advisory, LLC

> MWP Advisory, LLC is an SEC-registered investment advisory firm in New York, NY, registered since 2020, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 309573
- Filed as: MWP ADVISORY, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/309573
- AdvisorCensus page: https://advisorcensus.com/firm/mwp-advisory-llc-new-york-ny-309573

## Quick answers

**How is MWP Advisory, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), MWP Advisory, LLC reports these compensation arrangements: other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is MWP Advisory, LLC located?**
MWP Advisory, LLC's principal office is in New York, NY, according to its Form ADV.

**Is MWP Advisory, LLC registered with the SEC or a state?**
MWP Advisory, LLC is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 309573.

**How much does MWP Advisory, LLC manage?**
MWP Advisory, LLC reports $1,647,827,860 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**How have MWP Advisory, LLC's assets and staff changed since 2021?**
In the Form ADV data for MWP Advisory, LLC: Regulatory assets under management: $106,392,755 in the October 2021 data and $1,647,827,860 in the October 2026 data, up 1449%. Total employees: 10 in October 2021 and 39 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does MWP Advisory, LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (2).

**Does MWP Advisory, LLC 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/309573

**What changed in MWP Advisory, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $1,270,859,486 to $1,647,827,860 (+30%).

## From the Form ADV filing

### Compensation (Item 5.E)
- Other

### Regulatory assets under management (Item 5.F)
- Total: $1,647,827,860
- Discretionary: $1,647,827,860
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 2 | $1,647,827,860 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2020 (6 years)
- Employees: 39 total, 7 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $106,392,755 | 10 | March 28, 2021 |
| October 2022 | $205,513,750 | 10 | March 31, 2022 |
| October 2023 | $285,513,750 | 25 | August 3, 2023 |
| October 2024 | $578,081,784 | 25 | March 27, 2024 |
| October 2025 | $1,270,859,486 | 28 | March 30, 2025 |
| October 2026 | $1,647,827,860 | 39 | March 31, 2026 |

Regulatory assets under management: $106,392,755 in the October 2021 data and $1,647,827,860 in the October 2026 data, up 1449%.
Total employees: 10 in October 2021 and 39 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $1,270,859,486 to $1,647,827,860 (+30%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. MWP Advisory, LLC (CRD 309573): Form ADV filing data as of October 2026.