CRD: 338376
Manhattan Wealth Management Group
$40.0M Total AUM
$40.0M Disc. AUM
-- 3Y CAGR
1 Employees
61 ADV. Clients
0 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-25-2025
- Office Locations
- 2
Office Locations
370 Lexington Avenue Suite 1512 NEW York NY
900 Walt Whitman Road Suite 310 Melville NY
About Manhattan Wealth Management Group
Manhattan Wealth Management Group is a NEW York-based RIA with 2 offices. The firm has been operating for 0 years. Managing $40.0M in total assets under management, with 1 advisory representatives. They custody assets with LPL Financial.
Team overview
48 AVG AGE
$40.0M AVG AUM / ADVISOR
$655.3K AVG AUM / CLIENT
0.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
0yrs Firm Age
Insights
Available
Available
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
MATHEW TODD GOLDBERG
Chief Compliance Officer, Managing Member
- CRD
- #4416675
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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AGUSTIN HERNANDEZ
--
- CRD
- #4306545
Available
Available
Available
SCOTT BRIAN ZUCKERMAN
--
- CRD
- #5055638
Available
Available
Available
Showing 2 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $39,975,296 | $325,002 |
| Non-Discretionary | $0 | -- |
| Total | $39,975,296 | $325,002 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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