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MANWARING WEALTH MANAGEMENT

GILBERT, AZ · CRD 328581 · IAPD ↗ · 480-744-1112

$108.0MRegulatory AUM
2Advisory reps
2Employees
0Clients
0Planning clients
0Private funds
0States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
December 2025 — MANWARING WEALTH MANAGEMENT (GILBERT, AZ) left the SEC roster (was $108.0M RAUM, 2 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
95
April 2025 — MANWARING WEALTH MANAGEMENT (GILBERT, AZ) is newly SEC-registered with $108.0M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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