MWP ADVISORY, LLC
CRD #309573 SEC #801-119015 NEW YORK, NY 646-979-4070
SEC Registered Private Funds
Total AUM
$1.3B
Discretionary
$1.3B
Employees
28
Clients
--
Accounts
2
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $1.3B | $1.3B | $0 | 28 | 0 |
| Mar 2025 | $1.3B | $1.3B | $0 | 28 | 0 |
| Mar 2024 | $578.1M | $578.1M | $0 | 25 | 0 |
| Aug 2023 | $285.5M | $285.5M | $0 | 25 | 0 |
| Jul 2023 | $285.5M | $285.5M | $0 | 25 | 0 |
| Jun 2023 | $285.5M | $285.5M | $0 | 25 | 0 |
| Mar 2023 | $285.5M | $285.5M | $0 | 25 | 0 |
| Mar 2022 | $205.5M | $205.5M | $0 | 10 | 0 |
| Mar 2021 | $106.4M | $106.4M | $0 | 10 | 0 |
| Oct 2020 | $78.3M | $78.3M | $0 | 10 | 0 |
| Jun 2020 | $0 | $0 | $0 | 10 | 0 |
DateAug 2025
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees28
Clients0
DateMar 2025
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees28
Clients0
DateMar 2024
Total AUM$578.1M
Discretionary$578.1M
Non-Disc.$0
Employees25
Clients0
DateAug 2023
Total AUM$285.5M
Discretionary$285.5M
Non-Disc.$0
Employees25
Clients0
DateJul 2023
Total AUM$285.5M
Discretionary$285.5M
Non-Disc.$0
Employees25
Clients0
DateJun 2023
Total AUM$285.5M
Discretionary$285.5M
Non-Disc.$0
Employees25
Clients0
DateMar 2023
Total AUM$285.5M
Discretionary$285.5M
Non-Disc.$0
Employees25
Clients0
DateMar 2022
Total AUM$205.5M
Discretionary$205.5M
Non-Disc.$0
Employees10
Clients0
DateMar 2021
Total AUM$106.4M
Discretionary$106.4M
Non-Disc.$0
Employees10
Clients0
DateOct 2020
Total AUM$78.3M
Discretionary$78.3M
Non-Disc.$0
Employees10
Clients0
DateJun 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients0