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Mpwm Advisory Solutions LLC

● SEC registered since 2014CRD 169885SEC# 801-78961Alpharetta, GA
Export (members)
Reg. AUM
$320.5M
Employees
20
Accounts
653
Location
Alpharetta, GA

Mpwm Advisory Solutions LLC assets under management

Mpwm Advisory Solutions LLC is an investment advisory firm registered with the SEC based in Alpharetta, GA. The firm has been registered since 2014. It reports $320.5 million in regulatory assets under management and employs 20 people.
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Mpwm Advisory Solutions LLC owners & executives

2 reported
NameTitleOwnershipSince
Evelyn Steinman Perez ControlChief Compliance OfficerUnder 5%2023
Steven John Mayer ControlManaging PartnerOver 75%2013

Frequently asked questions

How much does Mpwm Advisory Solutions LLC manage?

Mpwm Advisory Solutions LLC reports $320.5 million in regulatory assets under management on its Form ADV.

How many employees does Mpwm Advisory Solutions LLC have?

Mpwm Advisory Solutions LLC reports 20 employees.

Where is Mpwm Advisory Solutions LLC located?

Mpwm Advisory Solutions LLC is based in Alpharetta, GA and has been SEC-registered since 2014.

Does Mpwm Advisory Solutions LLC disclose fund performance?

Mpwm Advisory Solutions LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address8000 Avalon Blvd, Suite 100, Alpharetta, GA 30009
Phone678-566-4001
Office hours9 a.m. To 5 p.m.
SEC regionAtlanta Regional Office (ARO)
CIK2056693
Discloses disciplinary historyNo

Assets under management

Discretionary$320.4M
Non-discretionary$168K
Total (RAUM)$320.5M