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Manwaring Wealth Management, LLC

CRD 328581SEC# 801-132348Gilbert, AZ
Export (members)
No longer SEC-registered. Manwaring Wealth Management, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$108M
Employees
2
Accounts
207
Location
Gilbert, AZ

Manwaring Wealth Management, LLC assets under management

Manwaring Wealth Management, LLC is an investment advisory firm registered with the SEC based in Gilbert, AZ. It reports $108 million in regulatory assets under management and employs 2 people.
View on SEC.gov ↗

Manwaring Wealth Management, LLC owners & executives

1 reported
NameTitleOwnershipSince
Joshua Brett Manwaring ControlOwner, Chief Executive Officer & Chief Compliance OfficerOver 75%2023

Frequently asked questions

How much does Manwaring Wealth Management, LLC manage?

Manwaring Wealth Management, LLC reports $108 million in regulatory assets under management on its Form ADV.

How many employees does Manwaring Wealth Management, LLC have?

Manwaring Wealth Management, LLC reports 2 employees.

Where is Manwaring Wealth Management, LLC located?

Manwaring Wealth Management, LLC is based in Gilbert, AZ.

Does Manwaring Wealth Management, LLC disclose fund performance?

Manwaring Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address936 E. Williams Field Road, Suite 103, Gilbert, AZ 85298
Office hours9a.m. - 5p.m.
Discloses disciplinary historyNo

Assets under management

Discretionary$108M
Non-discretionary$0
Total (RAUM)$108M