Overview
MWP Advisory, LLC (“MWP” or the “Advisor”) is a Delaware limited liability company that was formed in May
2020. The Advisor is a wholly owned subsidiary of Merchant Investment Management, LLC, a Delaware limited
liability company that holds interests in a number of firms that provide consulting services and/or are registered
investment advisors.
MWP serves as the manager (herein the “Manager”) to Merchant Wealth Partners, LLC (herein the “Company”),
and provides discretionary investment manager services to the Company pursuant to the provisions set forth in
the Company’s governing and offering documentation (the “Offering Documents”). The Company has been
formed to make equity and equity-like
investments in firms engaged primarily in wealth management and wealth
advisory services, and firms providing services unrelated to asset management to such wealth management and
wealth advisory services 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.
As of December 31, 2023, MWP manages $578,081,784 in assets, all of which are on a discretionary basis.
Investors may request more current information at any time by contacting the Advisor. MWP does not manage or
place Client assets into a wrap fee program.