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MANHATTAN WEALTH MANAGEMENT GROUP

NEW YORK, NY · CRD 338376 · IAPD ↗ · 212-810-6961

$153.1MRegulatory AUM
3Advisory reps
3Employees
0Clients
0Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
September 2026 — MANHATTAN WEALTH MANAGEMENT GROUP added office(s): 0 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
67
September 2026 — MANHATTAN WEALTH MANAGEMENT GROUP grew from 1 to 3 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
70
September 2026 — MANHATTAN WEALTH MANAGEMENT GROUP reported RAUM up 283% ($40.0M -> $153.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
May 2026 — MANHATTAN WEALTH MANAGEMENT GROUP's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
44
March 2026 — MANHATTAN WEALTH MANAGEMENT GROUP notice-filed in FL, NJ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
February 2026 — MANHATTAN WEALTH MANAGEMENT GROUP notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
95
December 2025 — MANHATTAN WEALTH MANAGEMENT GROUP (NEW YORK, NY) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 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.