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Mwm Wealth Advisory, LLC

● SEC registered since 2025CRD 287705SEC# 801-132301Plymouth, MN
Export (members)
Reg. AUM
$119.1M
Employees
1
Accounts
361
Location
Plymouth, MN

Mwm Wealth Advisory, LLC assets under management

Mwm Wealth Advisory, LLC is an investment advisory firm registered with the SEC based in Plymouth, MN. The firm has been registered since 2025. It reports $119.1 million in regulatory assets under management and employs 1 people.
www.mwm4wealth.comView on SEC.gov ↗

Mwm Wealth Advisory, LLC owners & executives

1 reported
NameTitleOwnershipSince
Nathan David Millerbernd ControlChief Compliance Officer/ Managing MemberOver 75%2017

Frequently asked questions

How much does Mwm Wealth Advisory, LLC manage?

Mwm Wealth Advisory, LLC reports $119.1 million in regulatory assets under management on its Form ADV.

How many employees does Mwm Wealth Advisory, LLC have?

Mwm Wealth Advisory, LLC reports 1 employees.

Where is Mwm Wealth Advisory, LLC located?

Mwm Wealth Advisory, LLC is based in Plymouth, MN and has been SEC-registered since 2025.

Does Mwm Wealth Advisory, LLC disclose fund performance?

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

Contact & registration

Address18200 45th Ave North, Suite 100a, Plymouth, MN 55446
Phone763-478-9934
Office hours8:00a.m. - 5:00p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary—
Non-discretionary$119.1M
Total (RAUM)$119.1M