DFX Intelligence

Data Factory

RIA / WealthRegistered adviserasset managerSEC registeredRAUM 1b 10b

MWP ADVISORY, LLC

CRD 309573

NEW YORK, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:d47e3de0-da41-8499-af50-49c5e16d6920

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:18 PM UTC and rebuilt at most every 15 minutes.

Relationships: 11
Dated events: 4
On other graphs: 2
Observed: Jun 5, 2020 to Mar 31, 2026
12 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

MWP Advisory, LLC

Private equity manager · shared crd

Independent Sponsorsidentity

MWP Advisory, LLC

Capital provider to sponsors · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: asset managerderivedprivate_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $1.6BItem 5.F on the latest filing (2026-03-31); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.6B
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 39
Advisory employees: 7
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 2
Private funds: 2Schedule D 7.B(1)
Custody, client assets: $1.4B
SEC number: 801-119015
CRD: 309573
Filings on the tape: 12
First filed: Jun 5, 2020
Latest filed: Mar 31, 2026
Organised: Limited Liability Company, DE

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
MERCHANT WEALTH PARTNERS LLC	Private Equity Fund	$578M	Mar 27, 2024	103	Jun 5, 2020	reported	n/a

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BELLO, TIMOTHY, JUDE	MANAGING PARTNER	Na	yes	06/2020	Jun 5, 2020	Mar 27, 2024
BRINKER, MATTHEW, KELLY	MANAGING PARTNER	Na	yes	06/2020	Jun 5, 2020	Mar 27, 2024
D'AMICO, RICHARD, A	Partner	Na	yes	06/2020	Jun 5, 2020	Mar 27, 2024
MERCHANT INVESTMENT MANAGEMENT HOLDINGS, LLC	Owner	E	yes	06/2017	Jun 5, 2020	Mar 27, 2024
MERCHANT INVESTMENT MANAGEMENT, LLC	Member	E	yes	06/2020	Jun 5, 2020	Mar 27, 2024
MRAZIK, DAVID, MICHAEL	MANAGING PARTNER	Na	yes	06/2020	Jun 5, 2020	Mar 27, 2024
PRINCE, SCOTT, STEVEN	CO-CHAIRMAN	Na	yes	06/2020	Jun 5, 2020	Mar 27, 2024
SPILKER, MARC, ADAM	CO-CHAIRMAN	Na	yes	06/2020	Jun 5, 2020	Mar 27, 2024
STAFF, BRYAN, AARON	MANAGING PARTNER	Na	yes	06/2020	Jun 5, 2020	Mar 27, 2024
Yates, Thomas, Kenneth	CHIEF COMPLIANCE OFFICER	Na	yes	06/2020	Jun 5, 2020	Mar 27, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
SEXTANT SECURITIES, LLC	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2025	Mar 31, 2026	$1.6B	$1.6B	39	7	2	n/a
2024	Mar 30, 2025	$1.3B	$1.3B	28	7	2	n/a
2023	Mar 27, 2024	$578M	$578M	25	7	1	$578M
2022	Mar 31, 2023	$286M	$286M	25	7	1	$286M
2021	Mar 31, 2022	$206M	$206M	10	7	1	$206M
2020	Mar 28, 2021	$106M	$106M	10	7	1	$106M

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$1.6B	$1.3B	29.7%	$286M	79.4%	39	28	0	0

Relationships

Advises (1)

→ MERCHANT WEALTH PARTNERS LLCPrivate fundPrivate Equity Fund, IA
Jun 5, 2020 to presentfactForm ADV

Controls (9)

← PRINCE, SCOTT, STEVENOwnerCO-CHAIRMAN, ownership code NA, individual
Jun 5, 2020 to Mar 27, 2024factForm ADV
← STAFF, BRYAN, AARONOwnerMANAGING PARTNER, ownership code NA, individual
Jun 5, 2020 to Mar 27, 2024factForm ADV
← BRINKER, MATTHEW, KELLYOwnerMANAGING PARTNER, ownership code NA, individual
Jun 5, 2020 to Mar 27, 2024factForm ADV
← SPILKER, MARC, ADAMOwnerCO-CHAIRMAN, ownership code NA, individual
Jun 5, 2020 to Mar 27, 2024factForm ADV
← D'AMICO, RICHARD, AOwnerPARTNER, ownership code NA, individual
Jun 5, 2020 to Mar 27, 2024factForm ADV
← BELLO, TIMOTHY, JUDEOwnerMANAGING PARTNER, ownership code NA, individual
Jun 5, 2020 to Mar 27, 2024factForm ADV
← Yates, Thomas, KennethOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Jun 5, 2020 to Mar 27, 2024factForm ADV
← MRAZIK, DAVID, MICHAELOwnerMANAGING PARTNER, ownership code NA, individual
Jun 5, 2020 to Mar 27, 2024factForm ADV
← MERCHANT INVESTMENT MANAGEMENT HOLDINGS, LLCOwnerOWNER, ownership code E, domestic entity
Jun 5, 2020 to Mar 27, 2024factForm ADV

Dated events

Occurred
Mar 31, 2026
Regulatory AUM changed
Mwp Advisory, Llc reported RAUM $1.6B, up 30% from $1.3B (2025-08-20 to 2026-03-31)
Form ADVobserved 5 days ago
$377M
Occurred
Mar 30, 2025
Regulatory AUM changed
Mwp Advisory, Llc reported RAUM $1.3B, up 120% from $578.1M (2024-03-27 to 2025-03-30)
Form ADVobserved 5 days ago
$693M
Occurred
Mar 27, 2024
Regulatory AUM changed
Mwp Advisory, Llc reported RAUM $578.1M, up 102% from $285.5M (2023-08-03 to 2024-03-27)
Form ADVobserved 5 days ago
$293M
Occurred
Jun 5, 2020
First Form ADV filing
Mwp Advisory, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d47e3de0-da41-8499-af50-49c5e16d6920
First observed: Jun 5, 2020
Last observed: Mar 31, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

MWP ADVISORY, LLC

CRD 309573

NEW YORK, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:d47e3de0-da41-8499-af50-49c5e16d6920

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:18 PM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

MERCHANT WEALTH PARTNERS LLC

Private Equity Fund

$578M

Mar 27, 2024

103

Jun 5, 2020

reported

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BELLO, TIMOTHY, JUDE

MANAGING PARTNER

yes

06/2020

Jun 5, 2020

Mar 27, 2024

BRINKER, MATTHEW, KELLY

MANAGING PARTNER

yes

06/2020

Jun 5, 2020

Mar 27, 2024

D'AMICO, RICHARD, A

Partner

yes

06/2020

Jun 5, 2020

Mar 27, 2024

MERCHANT INVESTMENT MANAGEMENT HOLDINGS, LLC

Owner

yes

06/2017

Jun 5, 2020

Mar 27, 2024

MERCHANT INVESTMENT MANAGEMENT, LLC

Member

yes

06/2020

Jun 5, 2020

Mar 27, 2024

MRAZIK, DAVID, MICHAEL

MANAGING PARTNER

yes

06/2020

Jun 5, 2020

Mar 27, 2024

PRINCE, SCOTT, STEVEN

CO-CHAIRMAN

yes

06/2020

Jun 5, 2020

Mar 27, 2024

SPILKER, MARC, ADAM

CO-CHAIRMAN

yes

06/2020

Jun 5, 2020

Mar 27, 2024

STAFF, BRYAN, AARON

MANAGING PARTNER

yes

06/2020

Jun 5, 2020

Mar 27, 2024

Yates, Thomas, Kenneth

CHIEF COMPLIANCE OFFICER

yes

06/2020

Jun 5, 2020

Mar 27, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

SEXTANT SECURITIES, LLC

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 31, 2026

$1.6B

n/a

2024

Mar 30, 2025

$1.3B

n/a

2023

Mar 27, 2024

$578M

2022

Mar 31, 2023

$286M

2021

Mar 31, 2022

$206M

2020

Mar 28, 2021

$106M

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$1.6B

$1.3B

29.7%

$286M

79.4%