Overview
Assets Under Management: $108 million
Headquarters: GILBERT, AZ
High-Net-Worth Clients: 27
Average Client Assets: $2.1 million
Frequently Asked Questions
MANWARING WEALTH MANAGEMENT is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #328581), MANWARING WEALTH MANAGEMENT is subject to fiduciary duty under federal law.
MANWARING WEALTH MANAGEMENT is headquartered in GILBERT, AZ.
MANWARING WEALTH MANAGEMENT serves 27 high-net-worth clients according to their SEC filing dated May 01, 2025. View client details ↓
According to their SEC Form ADV, MANWARING WEALTH MANAGEMENT offers financial planning and portfolio management for individuals. View all service details ↓
MANWARING WEALTH MANAGEMENT manages $108 million in client assets according to their SEC filing dated May 01, 2025.
According to their SEC Form ADV, MANWARING WEALTH MANAGEMENT serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 27
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 52.78%
Average Client Assets: $2.1 million
Total Client Accounts: 207
Discretionary Accounts: 207
Regulatory Filings
CRD Number: 328581
Filing ID: 1986923
Last Filing Date: 2025-05-01 18:17:00