Manhattan Wealth Management Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
0
Total advisors
2
of 1 employees
Firm size
Investment Manager
May not manage individual clients
Average clients per advisor
0
Average account size
—
About
Manhattan Wealth Management Group offers discretionary portfolio management and financial planning and participates in sponsored advisory programs. The firm is structured to manage pooled or institutional mandates and also provides services to corporations and high‑net‑worth clients.
MWMG applies modern portfolio theory and a long‑term trading approach, documenting goals and risk tolerance in an Investment Policy Statement and typically recommending mutual funds and ETFs while retaining the ability to allocate to private equity, hedge funds, REITs and annuities. The firm uses model portfolios and program platforms (including LPL Financial’s Model Wealth Portfolios and Strategic Wealth Management) and may delegate portions of client assets to third‑party advisers after conducting due diligence.
Noteworthy aspects include MWMG’s role as the sponsor and portfolio manager of a wrap fee program, an arrangement that is uncommon among its peers, and its affiliation with insurance activities that allow it to offer annuities and insurance products while creating potential commission conflicts. The firm also explicitly selects other investment advisers for client allocations and, as of October 2025, reported no discretionary or non‑discretionary assets under management, reflecting a recently formed practice with a single advisory principal.
Client services
Expertise
Fee options
Financial planning fixed fees range from $2,500 to $25,000.
$0 - $499,999: 1.45% $500,000 - $749,999: 1.30% $750,000 - $999,999: 1.10% $1,000,000 - $4,999,999: 0.95% $5,000,000+: 0.85%
Commissions accepted from sale of investment products; not primary source of compensation.
Main office location
Manhattan Wealth Management Group
370 Lexington Avenue, Suite 1512
New York NY 10017, United States
Number of offices
1
Most active in
Florida · New Jersey · New York · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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