# MWM Group

MWM Group is a Bank / Wealth / Trust based in Cedarhurst, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Cedarhurst, United States
- **Region:** North America
- **Address:** Cedarhurst, NY, United States
- **Founded:** 2012
- **Assets under management:** Undisclosed
- **Website:** mwmgroupllc.com
- **LinkedIn:** https://www.linkedin.com/company/mwm-group

## Regulatory record

- **CRD number:** 164123
- **SEC file number:** 801-76661
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/164123

## About

MWM Group is an SEC-registered investment adviser in CEDARHURST, NY, since 2012. The firm manages $431 million in assets, $429 million on a discretionary basis. It has 4 employees and 2 investment advisers.

## Sectors

- Real Estate
- Private Credit

## Questions

### What is MWM Group's primary investment focus?

MWM Group concentrates on direct real estate investments and private credit opportunities. The firm targets commercial and residential real estate assets for value-add and opportunistic returns, while also originating bridge loans and mezzanine debt for middle-market sponsors. Its strategy captures both equity appreciation and current yield from bespoke credit structures.

## Related profiles

- [MW Investment Strategy](https://altss.com/profile/mw-investment-strategy)
- [My Bio](https://altss.com/profile/my-bio)

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Last updated: 2026-06-03T20:00:00.000Z

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