MWM I, LLC
Legal name: METROPOLITAN WEALTH MANAGEMENT
CRD #170832 SEC #801-79781 NEW YORK, NY 212-415-6500
SEC Registered
Total AUM
$212.8M
Discretionary
$212.8M
Employees
1
Clients
--
Accounts
40
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2017 | $212.8M | $212.8M | $0 | 1 | 1 |
| Dec 2016 | $135.6M | $135.6M | $0 | 1 | 1 |
| Mar 2016 | $135.6M | $135.6M | $0 | 1 | 1 |
| Jan 2016 | $162.4M | $162.4M | $0 | 1 | 1 |
| Dec 2015 | $162.4M | $162.4M | $0 | 1 | 1 |
| Apr 2015 | $162.4M | $162.4M | $0 | 1 | 1 |
| Mar 2015 | $2M | $2M | $0 | 4 | 1 |
| Sep 2014 | $0 | $0 | $0 | 4 | 0 |
| May 2014 | $0 | $0 | $0 | 4 | 0 |
DateMar 2017
Total AUM$212.8M
Discretionary$212.8M
Non-Disc.$0
Employees1
Clients1
DateDec 2016
Total AUM$135.6M
Discretionary$135.6M
Non-Disc.$0
Employees1
Clients1
DateMar 2016
Total AUM$135.6M
Discretionary$135.6M
Non-Disc.$0
Employees1
Clients1
DateJan 2016
Total AUM$162.4M
Discretionary$162.4M
Non-Disc.$0
Employees1
Clients1
DateDec 2015
Total AUM$162.4M
Discretionary$162.4M
Non-Disc.$0
Employees1
Clients1
DateApr 2015
Total AUM$162.4M
Discretionary$162.4M
Non-Disc.$0
Employees1
Clients1
DateMar 2015
Total AUM$2M
Discretionary$2M
Non-Disc.$0
Employees4
Clients1
DateSep 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateMay 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0