Mwp Advisory, Llc
- Regulatory AUM
- $1.6B
- Discretionary
- $1.6B
- Clients
- 2
- Avg AUM / client
- $824M
- Accounts
- 2
- Employees
- 39
AUM over time
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 2 | $1.6B | 100.0% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $578M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Merchant Wealth Partners Llc | Private Equity Fund | Delaware | $578M | 103 |
People (8)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Bello, Timothy, Jude | Managing Partner | Jun 2020 (6y) | Less than 5% | |
| Brinker, Matthew, Kelly | Managing Partner | Jun 2020 (6y) | Less than 5% | |
| D'amico, Richard, A | Partner | Jun 2020 (6y) | Less than 5% | |
| Mrazik, David, Michael | Managing Partner | Jun 2020 (6y) | Less than 5% | |
| Prince, Scott, Steven | Co Chairman | Jun 2020 (6y) | Less than 5% | |
| Spilker, Marc, Adam | Co Chairman | Jun 2020 (6y) | Less than 5% | |
| Staff, Bryan, Aaron | Managing Partner | Jun 2020 (6y) | Less than 5% | |
| Yates, Thomas, Kenneth | Chief Compliance Officer | Jun 2020 (6y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Merchant Investment Management, Llc | Member | Jun 2020 | A | 75% or more |
| Merchant Investment Management Holdings, Llc | Owner | Jun 2017 | B | ≈ 56.25% – 100% via Merchant Investment Management, Llc |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Merchant Investment Management Holdings, Llc: 75% – 100% of Merchant Investment Management, Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (1, $578M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Merchant Wealth Partners Llc | Private Equity Fund | $578M | $5.0M | 103 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1.27 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Other fees
- • EXPENSE REIMBURSEMENT
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗