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MANHATTAN WEST ASSET MANAGEMENT, LLC

LOS ANGELES, CA · CRD 283630 · IAPD ↗ · 310-341-4585

$1.16BRegulatory AUM
33Advisory reps
36Employees
0Clients
11-25Planning clients
53Private funds
18States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
April 2026 — MANHATTAN WEST ASSET MANAGEMENT, LLC notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
April 2026 — MANHATTAN WEST ASSET MANAGEMENT, LLC reports 11-25 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
55
April 2024 — MANHATTAN WEST ASSET MANAGEMENT, LLC notice-filed in AZ, CO, DE, GA, IL, MA, MI, NC, NJ, OK, WA, WI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
April 2024 — MANHATTAN WEST ASSET MANAGEMENT, LLC reports 11-25 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
76
April 2024 — MANHATTAN WEST ASSET MANAGEMENT, LLC grew from 27 to 33 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
85
April 2024 — MANHATTAN WEST ASSET MANAGEMENT, LLC crossed $1B in regulatory AUM ($737.2M -> $1.04B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.