MANHATTAN WEALTH MANAGEMENT GROUP

Overview

Manhattan Wealth Management Group is an independent registered investment adviser focused on serving individual and family clients. The firm operates as a capital allocator and emphasizes equity-oriented portfolios, with a clear tilt toward exchange-traded securities as the primary building block of client accounts. Advisory services center on financial planning, portfolio management for individuals and small businesses, and selecting third-party managers — a mix that points to a hybrid model of in-house portfolio construction plus outsourced specialist allocations. Fee arrangements include both percentage-of-AUM and fixed-fee structures, giving flexibility for straightforward advisory mandates and more customized planning engagements. The firm does not position itself as an ESG-focused or pension consultant adviser; instead, it appears to prioritize liquid equity exposure supplemented by targeted alternative allocations executed via external managers. An insurance company affiliation underpins the firm’s use of annuity products as part of some client solutions.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices