MWP Advisory manages investments for Merchant Wealth Partners, LLC, which invests in wealth management and advisory 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. The firm focuses on equity and equity-like investments in these firms, seeking minority, non-control positions.
Assets Under Management$1.3B
Clients2
AdvisorsN/A
Avg. per Client$640M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$5M
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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