Mwp Advisory, LLC
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Overview
Mwp Advisory, LLC is a financial advisor company based in New York, New York. It administers $285.5 million in total assets across one account, making it a mid-tier firm in the country by assets under management (AUM). Mwp Advisory, LLC has a small group, including 7 financial advisors. Mwp Advisory, LLC does not act as a registered broker-dealer, signifying that the company is not able to buy and sell securities for its accounts and those of its customers and instead has to go through a broker-dealer company to do so. Securities are defined as exchangable financial investments such as options, stocks and bonds.
Mwp Advisory, LLC oversees all of the firm's client assets in a discretionary manner. Discretionary management is a structure in which an investment advisor has the discretion to make buy and sell judgments for the client's account without needing to seek client authorization. The company administers an average of $285.5 million for each client account. The average financial advisor at Mwp Advisory, LLC oversees fewer than one client account, making it one of the most individualized financial advisor firms in the country.
Mwp Advisory, LLC's central office is at 600 Madison Avenue, New York, New York 10022. The firm is registered to serve customers in the state of New York.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Mwp Advisory, LLC by the Numbers
$285.5 million
25
1
$285.5 million
Fee Structure
Financial advisory fees largely depend on the services offered. However, fees charged by the firm typically consist of non-traditional fee structures. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.
Available
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Offered by 10% of firms
Other
Unavailable
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Find one of the 69% of firms that offer this fee type
Percentage of Assets
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
Types of Clients
Mwp Advisory, LLC provides services to pooled investment vehicles. Mwp Advisory, LLC's biggest client group by number of accounts is pooled investment vehicles. None of the company's accounts are non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Mwp Advisory, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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