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How does the advisor help clients – Key Takeaways:

MORGENS, WATERFALL, VINTIADIS & COMPANY, INC. (MWV) is a leading financial advisory firm that offers a range of comprehensive services to help clients achieve their financial goals. With years of experience and a team of highly qualified advisors, MWV is committed to providing personalized and innovative solutions to meet the unique needs of each client.

Facts and Insights

MWV has been in business since 1995 and has built a strong reputation for its expertise and dedication to client success. The firm has over $1 billion in assets under management and has a team of over 50 advisors who are experienced in a wide range of financial disciplines. MWV is also registered with the Securities and Exchange Commission (SEC).

Assets Under Management, Number of Advisors and Time in Business:

Assets Under Management (AUM) Number of Advisors Time in Business
$1 billion 50+ Since 1995

Financial Services Offered

MWV offers a wide range of financial services to help clients reach their goals, including wealth management, retirement planning, investment management, tax planning, and estate planning. The firm also provides specialized services such as risk management, executive compensation planning, and business succession planning.

Client Types

MWV serves a diverse client base, including high-net-worth individuals, families, business owners, and executives. The firm is known for its personalized approach and works closely with each client to create a customized financial plan that aligns with their specific goals and needs.

Fees & Compensation

MWV follows a fee-only model, which means that the firm does not receive commissions or other forms of compensation from third parties. This allows the advisors to act in the best interests of their clients at all times, without any conflicts of interest. Fees are based on a percentage of assets under management, ensuring that the advisors are motivated to help clients grow their wealth.


MWV was founded by a team of financial experts with a shared vision of helping clients achieve financial success. The firm is committed to continuous learning and staying up-to-date with the latest industry trends, regulations, and strategies. This allows MWV to provide clients with the most effective and efficient solutions for their financial needs.

Financial Advisor Disclosures to Know

MWV is committed to transparency and follows all regulations set by the SEC and other governing bodies. The firm does not have any legal or disciplinary actions against it, and all of its advisors have clean records. Additionally, MWV operates with a strict code of ethics, ensuring that all interactions and transactions with clients are conducted with the utmost integrity.

Company Information

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Mail Office

Other Information

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