Mwm Group LLC
Mwm Group LLC is an SEC-registered wealth manager in Cedarhurst, NY with $431.0M assets under management (AUM, regulatory AUM), +19% over one year. See who owns Mwm Group LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 164123, SEC 801-76661, data through 2026-05-22.
- AUM (assets under management / regulatory AUM)
- $431.0M (2026-05-22)
- Firm type
- Wealth Manager
- Location
- Cedarhurst, NY
- Employees
- 4
- Clients
- 364
- CRD
- 164123
- Ownership
- MUNK, BARUCH; GRUENBAUM, CAREY, STEVE; RAM ASSET TRUST; MUNK, AARON; GLAZ, SARA, E
How much AUM does Mwm Group LLC have?
Mwm Group LLC reported $431.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-22).
Who owns Mwm Group LLC?
Disclosed owners and executives of Mwm Group LLC include MUNK, BARUCH, GRUENBAUM, CAREY, STEVE, RAM ASSET TRUST, MUNK, AARON, GLAZ, SARA, E. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.