Mwm Group LLC
● SEC registered since 2012CRD 164123SEC# 801-76661Cedarhurst, NY
Reg. AUM
$431M
Employees
4
Accounts
971
Location
Cedarhurst, NY
Mwm Group LLC assets under management
Mwm Group LLC is a registered investment adviser overseen by the SEC based in Cedarhurst, NY. The firm has been registered since 2012. It reports $431 million in regulatory assets under management and employs 4 people.
Mwm Group LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jeremy Nmn Jakobovits Control | Managing Member | 10-25% | 2017 |
| Ram Asset Trust Control | Owner | 50-75% | 2020 |
| Sara Nmn Glaz Control | Partner/Cco | 5-10% | 2023 |
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Mwm Group LLC manage?
Mwm Group LLC reports $431 million in regulatory assets under management on its Form ADV.
How many employees does Mwm Group LLC have?
Mwm Group LLC reports 4 employees.
Where is Mwm Group LLC located?
Mwm Group LLC is based in Cedarhurst, NY and has been SEC-registered since 2012.
Does Mwm Group LLC disclose fund performance?
Mwm Group LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 335 Washington Ave, Cedarhurst, NY 11516 |
| Phone | 718-696-4000 |
| Fax | 718-696-4001 |
| Office hours | By Appointment |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$431M▲ 19%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 52%
Larger than 48% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$431Mregulatory AUM
Discretionary $428.6MNon-discretionary $2.4M