Manhattan West Asset Management, LLC

Manhattan West Asset Management, LLC (CRD# 283630) is a financial advisory firm headquartered in Los Angeles, CA. They manage $737,222,535 in 624 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    737
    MILLION
  • Total Number of Accounts
    624
    ACCOUNTS
  • Average Account Value
    $1,181,446
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CT, FL, NV, NY

Financial Advisors at Manhattan West Asset Management, LLC
Showing 1 - 7 of 7 top financial advisors.
1
Lorenzo D. Esparza
CRD#: 5387378
1999 Avenue Of The Stars, Suite 2500, Los Angeles, CA 90067

Lorenzo Esparza (CRD# 5387378) is an Investment Advisor Representative working at Manhattan West Asset Management, LLC in Los Angeles, CA and has over 16 years of experience in the finance industry.

2
Kate E. Kurz
CRD#: 4594608
1999 Avenue Of The Stars, Suite 2500, Los Angeles, CA 90067

Kate Kurz (CRD# 4594608) is an Investment Advisor Representative working at Manhattan West Asset Management, LLC in Los Angeles, CA and has over 21 years of experience in the finance industry.

3
Justin A. McCurdy
CRD#: 6227849
1999 Avenue Of The Stars, Suite 2500, Los Angeles, CA 90067

Justin McCurdy (CRD# 6227849) is an Investment Advisor Representative working at Manhattan West Asset Management, LLC in Los Angeles, CA and has over 10 years of experience in the finance industry.

4
Tyler A. Robuck
CRD#: 5766725
1999 Avenue Of The Stars, Suite 2500, Los Angeles, CA 90067

Tyler Robuck (CRD# 5766725) is an Investment Advisor Representative working at Manhattan West Asset Management, LLC in Los Angeles, CA and has over 14 years of experience in the finance industry.

5
Francois M. Schramek
CRD#: 6334046
1999 Avenue Of The Stars, Suite 2500, Los Angeles, CA 90067

Francois Schramek is an Investment Advisor Representative working at Convergent Wealth Advisors, LLC in Los Angeles, CA and has 6 years of experience in the finance industry.

6
Angelica M. Spielman
CRD#: 6660213
1999 Avenue Of The Stars, Suite 2500, Los Angeles, CA 90067

Angelica Spielman (CRD# 6660213) is an Investment Advisor Representative working at Manhattan West Asset Management, LLC in Los Angeles, CA and has over 7 years of experience in the finance industry.

7
Robert J. Wussler
CRD#: 7246285
1999 Avenue Of The Stars, Suite 3000, Los Angeles, CA 90067

Robert Wussler (CRD# 7246285) is an Investment Advisor Representative working at Manhattan West Asset Management, LLC in Los Angeles, CA and has over 4 years of experience in the finance industry.

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