Manwaring Wealth Management, LLC
CRD 328581SEC# 801-132348Gilbert, AZ
No longer SEC-registered. Manwaring Wealth Management, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$108M
Employees
2
Accounts
207
Location
Gilbert, AZ
Manwaring Wealth Management, LLC assets under management
Manwaring Wealth Management, LLC is an investment advisory firm registered with the SEC based in Gilbert, AZ. It reports $108 million in regulatory assets under management and employs 2 people.
Manwaring Wealth Management, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Joshua Brett Manwaring Control | Owner, Chief Executive Officer & Chief Compliance Officer | Over 75% | 2023 |
Frequently asked questions
How much does Manwaring Wealth Management, LLC manage?
Manwaring Wealth Management, LLC reports $108 million in regulatory assets under management on its Form ADV.
How many employees does Manwaring Wealth Management, LLC have?
Manwaring Wealth Management, LLC reports 2 employees.
Where is Manwaring Wealth Management, LLC located?
Manwaring Wealth Management, LLC is based in Gilbert, AZ.
Does Manwaring Wealth Management, LLC disclose fund performance?
Manwaring Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 936 E. Williams Field Road, Suite 103, Gilbert, AZ 85298 |
| Office hours | 9a.m. - 5p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$108MNo change
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 92%
Larger than 8% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$108Mregulatory AUM
Discretionary $108M