A complete list of active advisors currently associated with Manhattan Wealth Management Group

Warmer can help you find a great advisor at Manhattan Wealth Management Group or one who fits your needs even better.

Manhattan Wealth Management Group is a small SEC‑registered advisory firm that manages roughly $39.98 million for about 61 clients and serves individuals, high‑net‑worth individuals, and corporate/business clients. The firm offers ongoing portfolio management and financial planning and participates in sponsored third‑party advisory programs. The firm generally provides discretionary portfolio management, documenting goals and risk tolerances in an Investment Policy Statement and employing a long‑term approach grounded in modern portfolio theory, primarily using ETFs and mutual funds while also allocating to private funds, real estate vehicles, and annuities when appropriate. MWMG can select third‑party managers for portions of client portfolios and implements advice through LPL‑sponsored programs such as Model Wealth Portfolios and Strategic Wealth Management. Distinctive features include acting as the sponsor of a wrap fee program and close operational and custodial ties with LPL, which supplies program platforms and practice‑support services that may affect available investment options. The firm operates with a very small advisory staff and its supervised persons also engage in broker‑dealer and insurance activities, creating potential conflicts of interest when commissionable products are recommended alongside advisory services.

To learn more about the advisors currently working at Manhattan Wealth Management Group, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.