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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 30, 2017
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BLOCK, BRIAN, SCOT | I | MEMBER | NA | |
| BLOCK, BRIAN, SCOT | I | MEMBER | NA | |
| BLOCK, BRIAN, SCOT | I | MEMBER | NA | |
| BRUCKNER, STEPHANIE, J | I | MANAGING DIRECTOR | NA | |
| BRUCKNER, STEPHANIE, J | I | MANAGING DIRECTOR | NA | |
| BRUCKNER, STEPHANIE, J | I | MANAGING DIRECTOR | NA | |
| BRUCKNER, STEPHANIE, J | I | MANAGING DIRECTOR | NA | |
| BRUCKNER, STEPHANIE, J | I | MANAGING DIRECTOR | NA | |
| BRUCKNER, STEPHANIE, J | I | MANAGING DIRECTOR | NA | |
| BRUCKNER, STEPHANIE, J | I | MANAGING DIRECTOR | NA | |
| BRUCKNER, STEPHANIE, J | I | MANAGING DIRECTOR | NA | |
| BRUCKNER, STEPHANIE, J | I | MANAGING DIRECTOR | NA | |
| GRADY, JOHN, HENRY | I | CHIEF COMPLIANCE OFFICER | NA | |
| GRADY, JOHN, HENRY | I | CHIEF COMPLIANCE OFFICER | NA | |
| KARLE, WALTER, DESMOND | I | CHIEF COMPLIANCE OFFICER | NA | |
| KARLE, WALTER, DESMOND | I | CHIEF COMPLIANCE OFFICER | NA | |
| TRUMP, JONATHAN, STEPHEN | I | CHIEF COMPLIANCE OFFICER | NA | |
| TRUMP, JONATHAN, STEPHEN | I | CHIEF COMPLIANCE OFFICER | NA | |
| TRUMP, JONATHAN, STEPHEN | I | CHIEF COMPLIANCE OFFICER | NA | |
| TRUMP, JONATHAN, STEPHEN | I | CHIEF COMPLIANCE OFFICER | NA | |
| TRUMP, JONATHAN, STEPHEN | I | CHIEF COMPLIANCE OFFICER | NA | |
| WEIL, EDWARD, MICHAEL | I | MEMBER | NA | |
| WEIL, EDWARD, MICHAEL | I | MEMBER | NA | |
| WEIL, EDWARD, MICHAEL | I | MEMBER | NA | |
| ARC REAL ESTATE PARTNERS, LLC | DE | MANAGING MEMBER | E | Control |
| ARC REAL ESTATE PARTNERS, LLC | DE | MANAGING MEMBER | E | Control |
| ARC REAL ESTATE PARTNERS, LLC | DE | MANAGING MEMBER | E | Control |
| ARC REAL ESTATE PARTNERS, LLC | DE | MANAGING MEMBER | E | Control |
| ARC REAL ESTATE PARTNERS, LLC | DE | MANAGING MEMBER | E | Control |
| ARC REAL ESTATE PARTNERS, LLC | DE | MANAGING MEMBER | E | Control |
| SCHORSCH, NICHOLAS, SLOAN | I | MANAGING MEMBER | D | Control |
| SCHORSCH, NICHOLAS, SLOAN | I | MANAGING MEMBER | D | Control |
| SCHORSCH, NICHOLAS, SLOAN | I | MANAGING MEMBER | D | Control |
| KAHANE, WILLIAM, MONROE | I | MEMBER | B | Control |
| KAHANE, WILLIAM, MONROE | I | MEMBER | B | Control |
| KAHANE, WILLIAM, MONROE | I | MEMBER | B | Control |
| BUDKO, PETER, MITCHELL | I | MEMBER | A | |
| BUDKO, PETER, MITCHELL | I | MEMBER | A | |
| BUDKO, PETER, MITCHELL | I | MEMBER | A |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| BLOCK, BRIAN, SCOT | I | ARC REAL ESTATE PARTNERS, LLC | F | |
| BLOCK, BRIAN, SCOT | I | ARC REAL ESTATE PARTNERS, LLC | F | |
| BLOCK, BRIAN, SCOT | I | ARC REAL ESTATE PARTNERS, LLC | F | |
| BLOCK, BRIAN, SCOT | I | ARC REAL ESTATE PARTNERS, LLC | F | |
| BLOCK, BRIAN, SCOT | I | ARC REAL ESTATE PARTNERS, LLC | F | |
| BLOCK, BRIAN, SCOT | I | ARC REAL ESTATE PARTNERS, LLC | F | |
| BUDKO, PETER, MITCHELL | I | ARC REAL ESTATE PARTNERS, LLC | F | |
| BUDKO, PETER, MITCHELL | I | ARC REAL ESTATE PARTNERS, LLC | F | |
| BUDKO, PETER, MITCHELL | I | ARC REAL ESTATE PARTNERS, LLC | F | |
| BUDKO, PETER, MITCHELL | I | ARC REAL ESTATE PARTNERS, LLC | F | |
| BUDKO, PETER, MITCHELL | I | ARC REAL ESTATE PARTNERS, LLC | F | |
| BUDKO, PETER, MITCHELL | I | ARC REAL ESTATE PARTNERS, LLC | F | |
| KAHANE, WILLIAM, MONROE | I | ARC REAL ESTATE PARTNERS, LLC | F | |
| KAHANE, WILLIAM, MONROE | I | ARC REAL ESTATE PARTNERS, LLC | F | |
| KAHANE, WILLIAM, MONROE | I | ARC REAL ESTATE PARTNERS, LLC | F | |
| KAHANE, WILLIAM, MONROE | I | ARC REAL ESTATE PARTNERS, LLC | F | |
| KAHANE, WILLIAM, MONROE | I | ARC REAL ESTATE PARTNERS, LLC | F | |
| KAHANE, WILLIAM, MONROE | I | ARC REAL ESTATE PARTNERS, LLC | F | |
| WEIL, EDWARD, MICHAEL | I | ARC REAL ESTATE PARTNERS, LLC | F | |
| WEIL, EDWARD, MICHAEL | I | ARC REAL ESTATE PARTNERS, LLC | F | |
| WEIL, EDWARD, MICHAEL | I | ARC REAL ESTATE PARTNERS, LLC | F | |
| WEIL, EDWARD, MICHAEL | I | ARC REAL ESTATE PARTNERS, LLC | F | |
| WEIL, EDWARD, MICHAEL | I | ARC REAL ESTATE PARTNERS, LLC | F | |
| WEIL, EDWARD, MICHAEL | I | ARC REAL ESTATE PARTNERS, LLC | F | |
| SCHORSCH, NICHOLAS, SLOAN | I | ARC REAL ESTATE PARTNERS, LLC | D | Control |
| SCHORSCH, NICHOLAS, SLOAN | I | ARC REAL ESTATE PARTNERS, LLC | D | Control |
| SCHORSCH, NICHOLAS, SLOAN | I | ARC REAL ESTATE PARTNERS, LLC | D | Control |
| SCHORSCH, NICHOLAS, SLOAN | I | ARC REAL ESTATE PARTNERS, LLC | D | Control |
| SCHORSCH, NICHOLAS, SLOAN | I | ARC REAL ESTATE PARTNERS, LLC | D | Control |
| SCHORSCH, NICHOLAS, SLOAN | I | ARC REAL ESTATE PARTNERS, LLC | D | Control |
Registrations
Federal
IA
Mar 30, 2017 REGISTERED
Notice Filings (1)
NY
Address
405 PARK AVENUENEW YORK, NY 10022
United States
Phone: 212-415-6500