Manhattan Wealth Management Group

RIASEC RegisteredEst. 2025

Total AUM

$153M

Discretionary

$153M

100% of AUM

Avg account

$275K

Accounts

557

Employees

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 338376
Registered since: November 25, 2025
Custodians: LPL FINANCIAL LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI81.23%
Individuals17.21%
Corporations / Businesses0.96%
Pension & Profit Sharing Plans0.6%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Manhattan Wealth Management Group is an independent, individual-owned RIA organized as an LLC and SEC-registered in 2025. The firm positions itself as a capital allocator for a mixed client base that includes individuals, families and institutional clients. Advisory services emphasize financial planning, portfolio management for individuals and small businesses, pension consulting support, and selection of outside advisers. Fees are charged as a percentage of assets under management and through fixed-fee arrangements. The firm is not an active ESG investor and lists an industry affiliation with an insurance company.