Investment adviser · CRD 328581
MANWARING WEALTH MANAGEMENT
Investment adviser filing (IA)
MANWARING WEALTH MANAGEMENT, LLC
GILBERT, AZ, United States · Form ADV filed May 1, 2025
- Regulatory AUM
- $108M Form ADV · Item 5.F
- Client accounts
- 207 Accounts, not individual clients
- Employees
- 2 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 27 | $57,000,000 | 52.8% |
| Individuals | 180 | $51,000,000 | 47.2% |
Filing source
Form ADV 1986923 · May 1, 2025 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: May 1, 2025. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets · Hourly · Fixed
Principal office
936 E. WILLIAMS FIELD ROAD, SUITE 103GILBERT, AZ, 85298, United States
CRD 328581
Filing source
Form ADV 1986923 · May 1, 2025 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.