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Los Angeles, CA Office

Team
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Manhattan West Asset Management, LLC logo

Manhattan West Asset Management, LLC

Team

Firm-wide stats for Manhattan West Asset Management, LLC

Total advisors

10

Across 2 offices

Clients per advisor

33 Low

Avg AUM per client

$1,878,529 High

HNW client ratio

45% High

About

Manhattan West Asset Management serves individual and institutional clients including high-net-worth individuals, trusts, retirement plans, endowments, and pooled investment vehicles. The firm provides discretionary portfolio management, financial planning and consulting, retirement plan consulting, and a Digital Asset Advisory Program designed to give clients exposure to digital assets, and it manages over $1 billion in discretionary assets.

MWAM describes a fiduciary, client-tailored approach that combines fundamental, quantitative and technical analysis with strategic asset allocation and a mix of long-term, short-term and trading strategies. The firm implements traditional equity and fixed-income management while also supporting venture capital, private equity, real estate and lending strategies through separately managed accounts and pooled vehicles, and conducts periodic account reviews and monitoring.

Notable distinctions include a network of affiliated managers and sponsored private funds for which MWAM or its affiliates serve as adviser, manager or general partner and that receive performance-based compensation (carried interest), and MWAM’s role in portfolio management for pooled vehicles. The firm also operates affiliated ancillary businesses (insurance, tax and real estate services), has licensed insurance services and dually-registered advisors who may facilitate placement of affiliated private fund interests; these relationships and related conflicts are disclosed in the firm’s brochure and addressed through suitability reviews and other policies.

Based on Manhattan West Asset Management, LLC

Expertise

Real estate investing

Based on Manhattan West Asset Management, LLC

Occupation focus

Founder/Business Owner Executive Self-Employed

Based on Manhattan West Asset Management, LLC

Location

1999 Avenue of the Stars, Suite 2500

Los Angeles CA 90067

Advisors at this office

9

Advisors at this office

user avatar

Robert W

Series 63, Series 65

Los Angeles, CA

Manhattan West Asset Management, LLC

Robert Wussler is a financial advisor at Manhattan West Asset Management, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has prior work experience at Twentieth Television and Finalis Securities LLC. Manhattan West Asset Management serves individual and institutional clients, including high-net-worth individuals, trusts, retirement plans, and endowments. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and a Digital Asset Advisory Program, managing over $1 billion in discretionary assets using a fiduciary, client-tailored approach that integrates various investment strategies and asset classes.

Real estate investing Founder/Business Owner Executive Self-Employed
user avatar

Lorenzo E

Series 66

Los Angeles, CA

Manhattan West Asset Management, LLC

Lorenzo Esparza is a financial advisor at Manhattan West Asset Management, LLC with 19 years of industry experience. He holds the Series 66 designation and has been with Manhattan West since 2016. Manhattan West Asset Management serves individual and institutional clients, including high-net-worth individuals, trusts, retirement plans, endowments, and pooled investment vehicles. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and a Digital Asset Advisory Program, managing over $1 billion in discretionary assets through a fiduciary, client-tailored approach that combines multiple investment strategies across various asset classes.

Real estate investing Founder/Business Owner Executive Self-Employed
user avatar

Francois S

CFA®, Series 63, Series 65

Los Angeles, CA

Manhattan West Asset Management, LLC

Francois Schramek is a CFA® charterholder with 10 years of industry experience. He is currently with Manhattan West Asset Management, LLC, where he has worked since 2019, following prior roles at JPMorgan Private Bank, DropTerra Limited, and Pathstone Federal Street. Manhattan West Asset Management serves individual and institutional clients including high-net-worth individuals, trusts, retirement plans, endowments, and pooled investment vehicles. The firm employs a fiduciary, client-tailored approach that integrates fundamental, quantitative, and technical analysis across traditional and alternative asset classes, managing over $1 billion in discretionary assets.

Real estate investing Founder/Business Owner Executive Self-Employed
user avatar

Angelica S

Series 63, Series 65

Los Angeles, CA

Manhattan West Asset Management, LLC

Angelica Spielman is a financial advisor at Manhattan West Asset Management, LLC with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Manhattan West Asset Management since 2016. Her prior experience includes roles at Finalis Securities LLC, Fora Travel, and San Diego Jewish Academy. Manhattan West Asset Management serves individual and institutional clients including high-net-worth individuals, trusts, retirement plans, endowments, and pooled investment vehicles. The firm offers discretionary portfolio management, financial planning, consulting services, and a Digital Asset Advisory Program, employing a fiduciary, client-tailored approach that integrates fundamental, quantitative, and technical analysis with strategic asset allocation.

Real estate investing Founder/Business Owner Executive Self-Employed
user avatar

Justin M

Series 66

Los Angeles, CA

Manhattan West Asset Management, LLC

Justin Mccurdy is a financial advisor at Manhattan West Asset Management, LLC with 12 years of industry experience. He holds the Series 66 designation and has worked at Manhattan West since 2017, previously working at AdvicePeriod, LLC. Outside of his advisory role, he is president of a summer basketball camp program called ProSkills. Manhattan West Asset Management serves individual and institutional clients, including high-net-worth individuals, trusts, and retirement plans, offering discretionary portfolio management, financial planning, and a Digital Asset Advisory Program. The firm employs a fiduciary, client-tailored approach that integrates fundamental, quantitative, and technical analysis across various investment strategies, managing over $1 billion in assets.

Real estate investing Founder/Business Owner Executive Self-Employed
user avatar

Michael G

CFA®, Series 63

Los Angeles, CA

Manhattan West Asset Management, LLC

Michael Galanowsky is a CFA® charterholder based in Los Angeles, CA, with 10 years of industry experience. He is currently with Manhattan West Asset Management, LLC, a firm where he has worked since 2022, and previously spent seven years at One Capital Management. Manhattan West Asset Management serves individual and institutional clients, including high-net-worth individuals, trusts, retirement plans, endowments, and pooled investment vehicles. The firm employs a fiduciary, client-tailored approach that integrates fundamental, quantitative, and technical analysis with strategic asset allocation across various investment strategies and manages over $1 billion in discretionary assets.

Real estate investing Founder/Business Owner Executive Self-Employed
user avatar

Romello C

Los Angeles, CA

Manhattan West Asset Management, LLC

Romello Crowell is a financial advisor at Manhattan West Asset Management, LLC with one year of industry experience. He has held roles at several firms, including Antimatter and TSM 14, where he also works as an NBA agent and business manager outside of investment advisory. Manhattan West Asset Management provides advisory and consulting services to individuals, high-net-worth clients, trusts, retirement plans, and institutional investors. The firm employs fundamental, quantitative, and technical analysis to manage portfolios across public and private markets, offering a range of strategies including venture capital, private equity, and retirement plan consulting.

Real estate investing Founder/Business Owner Executive Self-Employed
user avatar

Michael A

Series 66

Los Angeles, CA

Manhattan West Asset Management, LLC

Michael Allen is a financial advisor at Manhattan West Asset Management, LLC with 18 years of industry experience. He holds the Series 66 designation and has previously worked at RBC Capital Markets, City National Bank, and Morgan Stanley in various roles over an 11-year period. Manhattan West Asset Management serves individual and institutional clients, including high-net-worth individuals, trusts, retirement plans, endowments, and pooled investment vehicles. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and a Digital Asset Advisory Program, employing a fiduciary approach that combines fundamental, quantitative, and technical analysis with strategic asset allocation across traditional and alternative investments.

Real estate investing Founder/Business Owner Executive Self-Employed
user avatar

Patrick M

CFP®, Series 66

Los Angeles, CA

Manhattan West Asset Management, LLC

Patrick Mcdonald is a CFP® and Series 66 licensed advisor with 10 years of industry experience. He has worked at Manhattan West Asset Management, LLC since 2023 and previously held roles at MAI Capital Management and The AYCO Company, L.P./Mercer Allied. Manhattan West Asset Management provides investment advisory and consulting services to individuals, high-net-worth clients, trusts, retirement plans, and institutional investors. The firm employs fundamental, quantitative, and technical analysis to construct diversified asset allocations across public and private markets, offering both separately managed accounts and pooled investment vehicles.

Real estate investing Founder/Business Owner Executive Self-Employed
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