Manhattan Wealth Management Group

RIASEC Registered

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
Website: www.manhattanwealth.com
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 registered investment adviser organized as a limited liability company. The firm is SEC-registered (registration year 2025) and describes itself as a capital allocator that serves both individual and family clients as well as institutional investors. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting, and the selection and oversight of other advisers. Fee arrangements combine percentage-of-assets and fixed-fee engagements. The firm does not identify as an active ESG investor.