# MWM GROUP LLC

MWM GROUP LLC of CEDARHURST, NY is an SEC-registered investment adviser.

## Registration

- CRD: 164123
- Type: SEC-registered investment adviser
- SEC file number: 801-76661
- Location: 335 WASHINGTON AVE, CEDARHURST, NY, 11516
- Phone: 718-696-4000
- Latest filing: 2026-05-22
- Regulatory AUM: $431.0M
- Discretionary AUM: $428.6M
- Non-discretionary AUM: $2.4M
- Clients: 4
- Accounts: 971

## Business model

- Compensation: % of AUM, Hourly, Fixed, Commissions
- Clients served: Individuals, High net worth, Pensions, Charities

## Officers, owners & control persons (15)

| Name | Role | Location |
| --- | --- | --- |
| Sara Nmn Glaz | PARTNER/CCO | — |
| Jeremy Nmn Jakobovits | MANAGING MEMBER; TRUSTEE | — |
| KLEIN MATTHEW WILLIAM | MANAGING MEMBER | — |
| GRUENBAUM CAREY STEVE | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER; ELECTED MANAGER AND MEMBER AND CHIEF COMPLIANCE OFFICER | — |
| MUNK RACHEL S | MANAGING PARTNER | — |
| MUNK NATHAN SHALOM | MANAGING MEMBER; MANAGING PARTNER; MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER (+1 more) | — |
| MUNK AARON | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER & MANAGING PARTNER | — |
| MUNK BARUCH | MANAGING MEMBER; MANAGING PARTNER; OWNER | — |
| GLAZ SARA E | CCO | — |
| Munk Dubby | MANAGING MEMBER | — |
| JAKOBOVITS JEREMY | MANAGING MEMBER | — |
| ALONI SARA GLAZ | CCO | — |
| GLAZ SARA | PARTNER/CCO | — |
| GLAZ SARA NMN | PARTNER/CCO | — |
| JAKOBOVITS JEREMY NMN | MANAGING MEMBER; TRUSTEE | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/164123/brochure
- Similar advisers: https://search.stillhousedata.com/firm/164123/similar
- Related entities: https://search.stillhousedata.com/firm/164123/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/164123

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.