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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-12-2012
- Office Locations
- 1
Office Locations
About MWM Group LLC
MWM Group LLC is a Cedarhurst, NY registered investment adviser serving retail and institutional clients. The firm provides discretionary portfolio management and financial planning, with emphasis on asset allocation, risk management, and portfolio construction. Portfolios lean heavily on ETFs alongside fixed income (including U.S. government and investment‑grade bonds) and mutual funds, and are primarily custodied at Charles Schwab.
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Owner & Executives
JEREMY NMN JAKOBOVITS
Managing Member
- CRD
- #6781746
- Ownership
- 10% but less than 25%
SARA NMN GLAZ
Chief Compliance Officer, PARTNER
- CRD
- #5514854
- Ownership
- 5% but less than 10%
Showing 2 of 2 owners & executives
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Shimon Willig
Financial Advisor, Portfolio Manager
- CRD
- #7321471
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $428,580,236 | $442,748 |
| Non-Discretionary | $2,390,849 | $796,950 |
| Total | $430,971,085 | $443,843 |
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Separately Managed Accounts
Total SMA Asset: $430,971,085
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $977,292,372 | 16.2% |
| Equity - Exchange | $796,312,303 | 13.2% |
| Other | $567,070,882 | 9.4% |
| Private Funds | $1,152,239,772 | 19.1% |
| Cash | $1,146,207,103 | 19.0% |
| Corporate - Investment Grade | $229,241,421 | 3.8% |
| Equity - OTC | $1,164,305,108 | 19.3% |
| Total | $6,032,668,961 | 100.0% |