MWP ADVISORY, LLC

other names
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Adviser Profile
As of Date 03/27/2024
Adviser Type - Large advisory firm
Number of Employees 25
of those in investment advisory functions 7
Registration SEC, Approved, 07/01/2020
AUM* 578,081,784 102.47%
of that, discretionary 578,081,784 102.47%
Private Fund GAV* 578,081,784 102.47%
Avg Account Size 578,081,784 102.47%
SMA’s No
Private Funds 1
Contact Info 646 xxxxxxx

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

Recent News

Reported AUM

Discretionary
Non-discretionary
286M 245M 204M 163M 122M 82M 41M
2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count1 GAV$578,081,784

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Brochure Summary

Overview

MWP Advisory, LLC (“MWP” or the “Advisor”) is a Delaware limited liability company that was formed in May 2020. The Advisor is a wholly owned subsidiary of Merchant Investment Management, LLC, a Delaware limited liability company that holds interests in a number of firms that provide consulting services and/or are registered investment advisors. MWP serves as the manager (herein the “Manager”) to Merchant Wealth Partners, LLC (herein the “Company”), and provides discretionary investment manager services to the Company pursuant to the provisions set forth in the Company’s governing and offering documentation (the “Offering Documents”). The Company has been formed to make equity and equity-like
investments in firms engaged primarily in wealth management and wealth advisory services, and firms providing services unrelated to asset management to such wealth management and wealth advisory services firms. MWP does not tailor its services to individual investors in the Company nor provide individual investors with the right to specify, restrict or influence the Company’s investment objectives or any investment or trading decisions. As of December 31, 2023, MWP manages $578,081,784 in assets, all of which are on a discretionary basis. Investors may request more current information at any time by contacting the Advisor. MWP does not manage or place Client assets into a wrap fee program.