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Manhattan West Asset Management, LLC

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Client assets under management

$621,793,029

Clients

331

45% high-net worth

Advisors

10

of 36 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

33

Very Low

Average account size

$1,878,529

About

Manhattan West Asset Management serves individual and institutional clients including high-net-worth individuals, trusts, retirement plans, endowments, and pooled investment vehicles. The firm provides discretionary portfolio management, financial planning and consulting, retirement plan consulting, and a Digital Asset Advisory Program designed to give clients exposure to digital assets, and it manages over $1 billion in discretionary assets.

MWAM describes a fiduciary, client-tailored approach that combines fundamental, quantitative and technical analysis with strategic asset allocation and a mix of long-term, short-term and trading strategies. The firm implements traditional equity and fixed-income management while also supporting venture capital, private equity, real estate and lending strategies through separately managed accounts and pooled vehicles, and conducts periodic account reviews and monitoring.

Notable distinctions include a network of affiliated managers and sponsored private funds for which MWAM or its affiliates serve as adviser, manager or general partner and that receive performance-based compensation (carried interest), and MWAM’s role in portfolio management for pooled vehicles. The firm also operates affiliated ancillary businesses (insurance, tax and real estate services), has licensed insurance services and dually-registered advisors who may facilitate placement of affiliated private fund interests; these relationships and related conflicts are disclosed in the firm’s brochure and addressed through suitability reviews and other policies.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Real estate investing

Occupation focus

Founder/Business Owner Executive Self-Employed

Fee options

Fixed

Financial Planning & Consulting flat fees ranging from $15,000 to $60,000

Commissions

Commissions paid on certain non-securities related transactions (e.g., insurance and tax services); commissions paid to IARs for sales of affiliated private funds separate from management fees

Project-based

Financial Planning & Consulting hourly fees up to $500/hour

Performance-based

Affiliate Managers receive carried interest (performance-based fees) typically ranging from 10% to 30% of Fund profits above a hurdle rate

Other

Account minimum: $3,000,000 Minimum fee: Financial Planning & Consulting minimum fee of $15,000 Fee-only: Financial Planning & Consulting charged hourly up to $500/hour or flat fees ranging from $15,000 to $60,000; Retirement Plan Consulting fees up to 1.5% of assets under management

Main office location

Manhattan West Asset Management, LLC

1999 Avenue Of The Stars, Suite 2500

Los Angeles CA 90067, United States

Number of offices

1

Most active in

Arizona · California · Colorado · Connecticut · Delaware · Florida · Georgia · Illinois · Massachusetts · Michigan · Nevada · New Jersey · New York · North Carolina · Oklahoma · Texas · Washington · Wisconsin

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Robert W

Series 65

Los Angeles, CA

Manhattan West Asset Management, LLC

Robert Wussler is a financial advisor at Manhattan West Asset Management, LLC with five years of industry experience. He holds a Series 65 designation and has worked at Manhattan West since 2020. Prior to his current role, he was employed at Twentieth Television from 2012 to 2019. Manhattan West Asset Management provides investment advisory and consulting services to individuals, high-net-worth clients, trusts, retirement plans, and institutional investors. The firm employs fundamental, quantitative, and technical analysis to construct diversified portfolios across public and private markets, including venture capital, private equity, real estate, and lending investments.

Real estate investing Founder/Business Owner Executive Self-Employed
user avatar

Lorenzo E

Series 66

Los Angeles, CA

Manhattan West Asset Management, LLC

Lorenzo Esparza is a financial advisor at Manhattan West Asset Management, LLC with 18 years of industry experience. He holds the Series 66 designation and has worked at Manhattan West since 2016. Prior to that, he spent five years at JPMorgan Chase Bank NA and JPMorgan Securities LLC. Manhattan West Asset Management provides investment advisory and consulting services to individuals, high-net-worth clients, trusts, retirement plans, and institutional investors. The firm uses fundamental, quantitative, and technical analysis to construct diversified portfolios across public and private markets, including venture capital and private equity strategies.

Real estate investing Founder/Business Owner Executive Self-Employed
user avatar

Francois S

CFA®, Series 63, Series 65

Los Angeles, CA

Manhattan West Asset Management, LLC

Francois Schramek is a CFA® charterholder with nine years of industry experience. He is currently with Manhattan West Asset Management, LLC and has previously worked at JPMorgan Private Bank, DropTerra Limited, and Pathstone Federal Street. Manhattan West Asset Management provides investment advisory and consulting services to individuals, high-net-worth clients, trusts, retirement plans, and institutional investors. The firm employs fundamental, quantitative, and technical analysis to construct diversified portfolios across public and private markets and offers additional services including financial planning and retirement plan consulting.

Real estate investing Founder/Business Owner Executive Self-Employed
user avatar

Laurence R

CFP®, Series 63, Series 66

Southport, CT

Manhattan West Asset Management, LLC

Laurence Rollins is a Certified Financial Planner (CFP®) with 29 years of industry experience. He is currently a financial advisor at Manhattan West Asset Management, LLC and has previously worked at Fidelity Investments, Brenton Point Wealth Advisors, Twenty Four Wealth, and Finalis Securities. Rollins serves as Treasurer and Board Member of the Estate Planning Council of Lower Fairfield County. Manhattan West Asset Management provides investment advisory and consulting services to individuals, high-net-worth clients, trusts, retirement plans, and institutional investors. The firm uses fundamental, quantitative, and technical analysis to build diversified asset allocations across public and private markets, offering portfolio management, financial planning, retirement plan consulting, and a Digital Asset Advisory Program.

Real estate investing Founder/Business Owner Executive Self-Employed
user avatar

Angelica S

Series 63, Series 65

Los Angeles, CA

Manhattan West Asset Management, LLC

Angelica Spielman is a financial advisor at Manhattan West Asset Management, LLC with nine years of industry experience. She holds Series 63 and Series 65 licenses and has been with Manhattan West since 2016. Prior to that, she worked in business banking at Chase from 2011 to 2016. Manhattan West Asset Management provides investment advisory and consulting services to individuals, high-net-worth clients, trusts, retirement plans, and institutional investors. The firm employs fundamental, quantitative, and technical analysis to construct diversified portfolios across public and private markets, managing roughly $1 billion in discretionary assets as of the end of 2024.

Real estate investing Founder/Business Owner Executive Self-Employed
user avatar

Justin M

Series 66

Los Angeles, CA

Manhattan West Asset Management, LLC

Justin Mccurdy is a financial advisor at Manhattan West Asset Management, LLC with 12 years of industry experience. He holds a Series 66 designation and has worked at Manhattan West since 2017, following roles at AdvicePeriod, LLC and Morgan Stanley. Outside of his advisory work, he serves as president of a summer basketball camp program. Manhattan West Asset Management offers investment advisory and consulting services to individuals, high-net-worth clients, trusts, retirement plans, and institutional investors. The firm employs fundamental, quantitative, and technical analysis to manage diversified portfolios across public and private markets, including separately managed accounts and pooled investment vehicles.

Real estate investing Founder/Business Owner Executive Self-Employed
user avatar

Chengjing Z

Series 63, Series 66

Los Angeles, CA

Manhattan West Asset Management, LLC

Chengjing Zhang is a financial advisor at Manhattan West Asset Management, LLC with 10 years of industry experience. His prior roles include positions at JP Morgan Private Bank, Citigroup, and Morgan Stanley. He holds Series 63 and Series 66 designations. Manhattan West Asset Management provides investment advisory and consulting services to individuals, high-net-worth clients, trusts, retirement plans, and institutional investors. The firm employs fundamental, quantitative, and technical analysis to manage portfolios across public and private markets, including long- and short-term trading as well as venture capital and private equity strategies.

Real estate investing Founder/Business Owner Executive Self-Employed
user avatar

Michael G

CFA®, Series 63

Los Angeles, CA

Manhattan West Asset Management, LLC

Michael Galanowsky is a CFA® charterholder with nine years of industry experience. He is currently with Manhattan West Asset Management, LLC and previously worked at One Capital Management. Manhattan West Asset Management provides advisory and consulting services to individuals, high-net-worth clients, trusts, retirement plans, and institutional investors. The firm employs fundamental, quantitative, and technical analysis across public and private markets, managing a variety of strategies including venture capital, private equity, real estate, and lending investments.

Real estate investing Founder/Business Owner Executive Self-Employed
user avatar

Michael A

Series 66

Los Angeles, CA

Manhattan West Asset Management, LLC

Michael Allen is a financial advisor at Manhattan West Asset Management, LLC with 17 years of industry experience. He holds a Series 66 designation and has previously worked at RBC Capital Markets, City National Bank, and Morgan Stanley in various roles from 2013 to 2025. Manhattan West Asset Management provides investment advisory and consulting services to individuals, high-net-worth clients, trusts, retirement plans, and institutional investors. The firm employs fundamental, quantitative, and technical analysis to manage portfolios across public and private markets, offering a range of strategies including long- and short-term trading, venture capital, private equity, and real estate investments.

Real estate investing Founder/Business Owner Executive Self-Employed
user avatar

Patrick M

CFP®, Series 66

Los Angeles, CA

Manhattan West Asset Management, LLC

Patrick Mcdonald is a CFP® and Series 66 licensed advisor with 10 years of industry experience. He has worked at Manhattan West Asset Management, LLC since 2023 and previously held roles at MAI Capital Management and The AYCO Company, L.P./Mercer Allied. Manhattan West Asset Management provides investment advisory and consulting services to individuals, high-net-worth clients, trusts, retirement plans, and institutional investors. The firm employs fundamental, quantitative, and technical analysis to construct diversified asset allocations across public and private markets, offering both separately managed accounts and pooled investment vehicles.

Real estate investing Founder/Business Owner Executive Self-Employed
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