Mwp Advisory, LLC
● SEC registered since 2020CRD 309573SEC# 801-119015New York, NY
Ranks #2,413 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$1.65B
Fund GAV
$1.69B
Private funds
2
Employees
39
Accounts
2
Location
New York, NY
Mwp Advisory, LLC assets under management
Mwp Advisory, LLC is an investment advisory firm registered with the SEC based in New York, NY. The firm has been registered since 2020. It reports $1.6 billion in regulatory assets under management and employs 39 people. Mwp Advisory, LLC manages 2 private funds with combined gross assets of $1.7 billion, including Merchant Wealth Partners LLC. By regulatory assets, it ranks 2,413 of 6,004 private fund managers.
Mwp Advisory, LLC private funds
2 funds · $1.69B GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Merchant Wealth Partners LLC | Private Equity | $1.65B | $5M |
| Merchant Wealth Partners Opto, LLC | Private Equity | $38.3M | $100K |
Mwp Advisory, LLC owners & executives
10 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bryan Aaron Staff Control | Managing Partner | Under 5% | 2020 |
| David Michael Mrazik Control | Managing Partner | Under 5% | 2020 |
| Marc Adam Spilker Control | Co-Chairman | Under 5% | 2020 |
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Join to unlock · $37/moFrequently asked questions
How much does Mwp Advisory, LLC manage?
Mwp Advisory, LLC reports $1.6 billion in regulatory assets under management on its Form ADV.
How many private funds does Mwp Advisory, LLC manage?
Mwp Advisory, LLC manages 2 private funds with combined gross assets of $1.7 billion.
How many employees does Mwp Advisory, LLC have?
Mwp Advisory, LLC reports 39 employees.
Where is Mwp Advisory, LLC located?
Mwp Advisory, LLC is based in New York, NY and has been SEC-registered since 2020.
Does Mwp Advisory, LLC disclose fund performance?
Mwp Advisory, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 600 Madison Avenue, 17th Floor, New York, NY 10022 |
| Phone | 646-979-4070 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.65B▲ 30%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 25%
Larger than 75% of 16,271 advisers
AUM vs fund managersTop 40%
Larger than 60% of 6,004 private-fund managers
Number of fundsTop 63%
More funds than 37% of fund managers
EmployeesTop 14%
More than 86% of 16,825 advisers
Assets under management
$1.65Bregulatory AUM
Discretionary $1.65B
Service providers
Auditor