MWM GROUP LLC
CRD #164123 SEC #801-76661 CEDARHURST, NY 718-696-4000
SEC Registered
Total AUM
$362.4M
Discretionary
$362.4M
Employees
4
Clients
0
Accounts
417
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $362.4M | $362.4M | $0 | 4 | 0 |
| May 2024 | $306.3M | $306.3M | $0 | 4 | 0 |
| May 2024 | $306.3M | $306.3M | $0 | 4 | 0 |
| Mar 2023 | $244.3M | $244.3M | $0 | 5 | 0 |
| Mar 2022 | $266.8M | $266.8M | $0 | 4 | 0 |
| Mar 2022 | $266.8M | $266.8M | $0 | 4 | 0 |
| Apr 2021 | $208.8M | $208.8M | $0 | 2 | 0 |
| Mar 2021 | $208.8M | $208.8M | $0 | 2 | 0 |
| Jun 2020 | $182.1M | $173.1M | $9M | 3 | 0 |
| Feb 2020 | $182.1M | $173.1M | $9M | 3 | 0 |
| Sep 2019 | $143.4M | $134.4M | $9M | 3 | 0 |
| Mar 2019 | $143.4M | $134.4M | $9M | 3 | 0 |
| Mar 2018 | $142.7M | $142.7M | $0 | 2 | 0 |
| Dec 2017 | $184M | $177M | $7M | 4 | 0 |
| Aug 2017 | $120M | $114M | $6M | 4 | 300 |
| Jun 2017 | $120M | $114M | $6M | 4 | 300 |
| Mar 2017 | $120M | $114M | $6M | 4 | 300 |
| Mar 2016 | $101.3M | $97.3M | $4M | 4 | 26 |
| Dec 2015 | $106.1M | $104.1M | $2M | 2 | 26 |
| Dec 2015 | $106.1M | $104.1M | $2M | 2 | 26 |
| Mar 2015 | $106.1M | $104.1M | $2M | 2 | 26 |
| Jan 2015 | $100M | $100M | $0 | 3 | 26 |
| Nov 2014 | $100M | $100M | $0 | 3 | 26 |
| Mar 2014 | $100M | $100M | $0 | 3 | 26 |
| Mar 2013 | $75M | $75M | $0 | 2 | 0 |
| Feb 2013 | $50.1M | $50M | $100K | 1 | 0 |
| Jan 2013 | $50.1M | $50M | $100K | 1 | 0 |
| Dec 2012 | $50.1M | $50M | $100K | 1 | 0 |
| Jul 2012 | $0 | $0 | $0 | -- | 0 |
| May 2012 | $0 | $0 | $0 | -- | 0 |
| May 2012 | $0 | $0 | $0 | -- | 0 |
DateMar 2025
Total AUM$362.4M
Discretionary$362.4M
Non-Disc.$0
Employees4
Clients0
DateMay 2024
Total AUM$306.3M
Discretionary$306.3M
Non-Disc.$0
Employees4
Clients0
DateMay 2024
Total AUM$306.3M
Discretionary$306.3M
Non-Disc.$0
Employees4
Clients0
DateMar 2023
Total AUM$244.3M
Discretionary$244.3M
Non-Disc.$0
Employees5
Clients0
DateMar 2022
Total AUM$266.8M
Discretionary$266.8M
Non-Disc.$0
Employees4
Clients0
DateMar 2022
Total AUM$266.8M
Discretionary$266.8M
Non-Disc.$0
Employees4
Clients0
DateApr 2021
Total AUM$208.8M
Discretionary$208.8M
Non-Disc.$0
Employees2
Clients0
DateMar 2021
Total AUM$208.8M
Discretionary$208.8M
Non-Disc.$0
Employees2
Clients0
DateJun 2020
Total AUM$182.1M
Discretionary$173.1M
Non-Disc.$9M
Employees3
Clients0
DateFeb 2020
Total AUM$182.1M
Discretionary$173.1M
Non-Disc.$9M
Employees3
Clients0
DateSep 2019
Total AUM$143.4M
Discretionary$134.4M
Non-Disc.$9M
Employees3
Clients0
DateMar 2019
Total AUM$143.4M
Discretionary$134.4M
Non-Disc.$9M
Employees3
Clients0
DateMar 2018
Total AUM$142.7M
Discretionary$142.7M
Non-Disc.$0
Employees2
Clients0
DateDec 2017
Total AUM$184M
Discretionary$177M
Non-Disc.$7M
Employees4
Clients0
DateAug 2017
Total AUM$120M
Discretionary$114M
Non-Disc.$6M
Employees4
Clients300
DateJun 2017
Total AUM$120M
Discretionary$114M
Non-Disc.$6M
Employees4
Clients300
DateMar 2017
Total AUM$120M
Discretionary$114M
Non-Disc.$6M
Employees4
Clients300
DateMar 2016
Total AUM$101.3M
Discretionary$97.3M
Non-Disc.$4M
Employees4
Clients26
DateDec 2015
Total AUM$106.1M
Discretionary$104.1M
Non-Disc.$2M
Employees2
Clients26
DateDec 2015
Total AUM$106.1M
Discretionary$104.1M
Non-Disc.$2M
Employees2
Clients26
DateMar 2015
Total AUM$106.1M
Discretionary$104.1M
Non-Disc.$2M
Employees2
Clients26
DateJan 2015
Total AUM$100M
Discretionary$100M
Non-Disc.$0
Employees3
Clients26
DateNov 2014
Total AUM$100M
Discretionary$100M
Non-Disc.$0
Employees3
Clients26
DateMar 2014
Total AUM$100M
Discretionary$100M
Non-Disc.$0
Employees3
Clients26
DateMar 2013
Total AUM$75M
Discretionary$75M
Non-Disc.$0
Employees2
Clients0
DateFeb 2013
Total AUM$50.1M
Discretionary$50M
Non-Disc.$100K
Employees1
Clients0
DateJan 2013
Total AUM$50.1M
Discretionary$50M
Non-Disc.$100K
Employees1
Clients0
DateDec 2012
Total AUM$50.1M
Discretionary$50M
Non-Disc.$100K
Employees1
Clients0
DateJul 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0
DateMay 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0
DateMay 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0