New York, NY Office

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.