| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Merchant Wealth Partners LLC | Private Equity | $1.27B | $5M |
| Merchant Wealth Partners Opto, LLC | Private Equity | $38.3M | $100K |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Bryan Aaron Staff Control | Managing Partner | Under 5% | 2020 |
| David Michael Mrazik Control | Managing Partner | Under 5% | 2020 |
| Marc Adam Spilker Control | Co-Chairman | Under 5% | 2020 |
Mwp Advisory, LLC reports $1.3 billion in regulatory assets under management on its Form ADV.
Mwp Advisory, LLC manages 2 private funds with combined gross assets of $1.3 billion.
Mwp Advisory, LLC reports 28 employees.
Mwp Advisory, LLC is based in New York, NY and has been SEC-registered since 2020.
Mwp Advisory, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 600 Madison Avenue, 17th Floor, New York, NY 10022 |
| Phone | 646-979-4070 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
| Discretionary | $1.27B |
| Non-discretionary | $0 |
| Total (RAUM) | $1.27B |