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MWP ADVISORY, LLC

CRD 309573 · SEC 801-119015

Advisory firmLLC

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

600 MADISON AVENUE, 17TH FLOOR, NEW YORK, NY, 10022, United States

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$1.65B

Discretionary AUM

$1.65B

Team

39 total employees; 7 advisory reps

Clients

—

Fees

EXPENSE REIMBURSEMENT

Org form

Limited Liability Company

Filing date

2026-03-31

Disciplinary history

No

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  • SEC IAPD →

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Services

Portfolio management (pooled vehicles)

Client types

TypeClientsAUM
Pooled investment vehicles2$1.65B

States served

NY

Official SEC filing: View on IAPD