MWM GROUP LLC
SEC Form ADV profile.
Total regulatory AUM
$430,971,085
Discretionary
$428,580,236
Non-discretionary
$2,390,849
Firm details
- CRD number
- 164123
- SEC file number
- 801-76661
- Main office
- CEDARHURST, NY, United States
- Employees
- 4
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees Commissions
As of October 2026.