Manhattan Wealth Management Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$150,719,939
Clients
311
Advisors
3
across 2 offices
About
Manhattan Wealth Management Group is an SEC‑registered investment adviser that provides portfolio management, comprehensive financial planning, and workplace retirement‑plan services to individuals, trusts, estates, plan sponsors, and business entities. As of July 31, 2026, the firm’s IARs manage approximately $153.1 million in discretionary assets and also make use of third‑party and model‑based programs and provide advisory variable annuity and 529 plan services.
The firm’s investment approach is grounded in modern portfolio theory, emphasizing strategic asset allocation with periodic rebalancing and tactical adjustments as appropriate, and implementing strategies through a mix of internally managed positions, third‑party managers, and custodian model portfolios. MWMG generally seeks discretionary authority for ongoing management but also offers non‑discretionary services, tailors restrictions and allocations to client objectives, and may recommend margin or securities‑backed lending where suitable.
Distinctive operational features disclosed in the brochure include sponsorship of its own wrap fee program on LPL’s Strategic Wealth Management platform and the firm’s use of both LPL and Charles Schwab as qualified custodians, relationships that provide platform, technology, and cash‑sweep benefits described as potential conflicts of interest. The brochure also notes that certain IARs are dually registered with LPL and are licensed insurance agents who may offer brokerage and insurance products (including advisory variable annuities) and recommend alternative investments such as cryptocurrency ETFs, private funds, and structured products, all of which are disclosed and supervised as potential conflicts.
Client services
Occupation focus
Fee options
Financial planning fixed fees generally range from $2,500 to $25,000 depending on the complexity and scope.
$0 - $500,000: 1.50% Over $500,000 - $750,000: 1.35% Over $750,000 - $1,000,000: 1.15% Over $1,000,000 - $5,000,000: 1.00% Over $5,000,000+: 0.85%
Certain IARs, in their separate capacity as registered representatives of LPL or insurance agents, earn commissions from brokerage or insurance products but not from advisory accounts.
Main office
See office370 Lexington Avenue, Suite 1512
New York NY 10017
Advisors at this office
2
Offices (2)
Most active in
Florida · New Jersey · New York · Texas
Also doing business as
Goldberg, Mathew · Manhattan Wealth Management Group · Mwmg Advisors, LLC · Wexford Financial Strategies
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
Quick links
Advisors at this firm
Scott Z
ChFC®, Series 66
Boca Raton, FL
Manhattan Wealth Management Group
Scott Zuckerman is a financial advisor with Manhattan Wealth Management Group in Boca Raton, FL. He holds the ChFC® designation and Series 66 license and has 20 years of industry experience. Prior to joining Manhattan Wealth Management Group, he worked at LPL Financial for 13 years and has held roles in insurance and financial services. Zuckerman is also an author of a financial planning book titled "Don't Be A Financial Disaster" and is the creator of a FinTech software platform focused on AI-driven financial education and guidance. Manhattan Wealth Management Group is an SEC-registered investment adviser that provides portfolio management, comprehensive financial planning, and workplace retirement-plan services to individuals, trusts, estates, plan sponsors, and business entities. The firm’s investment approach is based on modern portfolio theory, utilizing strategic asset allocation, periodic rebalancing, and a mix of internally managed positions and third-party managers.
Mathew G
Series 66
New York, NY
Manhattan Wealth Management Group
Mathew Goldberg is a Series 66-credentialed advisor with 25 years of experience, currently with Manhattan Wealth Management Group in New York, NY. His career includes roles at MWMG Advisors, Mpwm Advisory Solutions, Chase Investment Services Corp., and Wells Fargo Clearing. Manhattan Wealth Management Group is an SEC-registered investment adviser offering portfolio management, financial planning, and retirement-plan services to individuals, trusts, estates, plan sponsors, and business entities. The firm employs a modern portfolio theory-based investment approach, utilizing a combination of internally managed assets, third-party managers, and model portfolios.
Agustin H
Series 66
New York, NY
Manhattan Wealth Management Group
Agustin Hernandez is a financial advisor at Manhattan Wealth Management Group with 25 years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Financial LLC, MPWM Advisory Solutions LLC, and Private Advisor Group, LLC. Manhattan Wealth Management Group is an SEC-registered investment adviser that provides portfolio management, comprehensive financial planning, and workplace retirement-plan services to individuals, trusts, estates, plan sponsors, and business entities. The firm applies a modern portfolio theory-based investment approach, utilizing strategic asset allocation, third-party managers, and model portfolios to tailor solutions according to client objectives.
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