SourcingSourcing

MWMG ADVISORS, LLC

C46
CRD 338376·SEC 801-134686·NEW YORK, NY
AUM
$40.0M
$25M-$100M
Est. Revenue
$400K
@ 1% on AUM
Est. EBITDA
$120K
@ 30% margin
Est. Deal Value
$959K
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
MWMG ADVISORS, LLC
CRD
338376
SEC file #
801-134686
EIN
—
DBA names
Manhattan Wealth Management Group

Economics

AUM
$40.0M
AUM band
$25M-$100M
AUM trajectory
—
Client mix
Individuals Other49
Individuals High Net Worth12

Operations

Employees (total)
1
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'25'26
1 advisors → 1 advisors▬ 0%
Primary office
NEW YORK NY
Branches
—

Custodian & Brokerage

Primary custodian
LPL Financiallow confidence
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisers
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
04/08/2026
ADV-W filed at
—
Website
facebook.com/manhattanwealth (social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
GOLDBERG, MATHEW, TODD
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
GOLDBERG, MATHEW, TODD
Solo Advisor Indicator
Yes
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:facebook.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (9)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
1
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Lpl Financial8
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Top Owner CRD
4416675
Trust Company Affiliate
No

People (2)

2
GOLDBERG, MATHEW, TODD
IAR · Direct Owner · 87.5%
4416675
SCOTT BRIAN ZUCKERMAN
IAR
5055638