Overview
Assets Under Management: $130 million
Headquarters: PLYMOUTH, MN
High-Net-Worth Clients: 40
Average Client Assets: $2.3 million
Frequently Asked Questions
MWM WEALTH ADVISORY, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #287705), MWM WEALTH ADVISORY, LLC is subject to fiduciary duty under federal law.
MWM WEALTH ADVISORY, LLC is headquartered in PLYMOUTH, MN.
MWM WEALTH ADVISORY, LLC serves 40 high-net-worth clients according to their SEC filing dated February 09, 2026. View client details ↓
According to their SEC Form ADV, MWM WEALTH ADVISORY, LLC offers portfolio management for individuals and pension consulting services. View all service details ↓
MWM WEALTH ADVISORY, LLC manages $130 million in client assets according to their SEC filing dated February 09, 2026.
According to their SEC Form ADV, MWM WEALTH ADVISORY, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 40
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 69.52%
Average Client Assets: $2.3 million
Total Client Accounts: 358
Non-Discretionary Accounts: 358
Regulatory Filings
CRD Number: 287705
Filing ID: 2049695
Last Filing Date: 2026-02-09 09:23:32