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MWP ADVISORY, LLC

NEW YORK, NY · CRD 309573 · IAPD ↗ · 646-979-4070

$1.65BRegulatory AUM
7Advisory reps
39Employees
0Clients
n/aPlanning clients
2Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

50
April 2026 — MWP ADVISORY, LLC reported RAUM up 30% ($1.27B -> $1.65B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
April 2025 — MWP ADVISORY, LLC crossed $1B in regulatory AUM ($578.1M -> $1.27B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
55
April 2024 — MWP ADVISORY, LLC crossed $500M in regulatory AUM ($285.5M -> $578.1M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

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