Investment adviser · CRD 170832

METROPOLITAN WEALTH MANAGEMENT

Investment adviser filing (IA)

MWM I, LLC

NEW YORK, NY, United States · Form ADV filed Mar 30, 2017

Regulatory AUM
$213M
Form ADV · Item 5.F
Client accounts
40
Accounts, not individual clients
Employees
1
Reported in this filing
Advisory professionals
1
Investment advisory functions

Private funds & service providers

0 Private funds

The 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: Mar 30, 2017. View historical filings

Reported services

Individual portfolio management

Compensation

Fixed

Principal office

405 PARK AVENUE
NEW YORK, NY, 10022, United States

CRD 170832

Filing source

Form ADV 1092696 · Mar 30, 2017 · 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.