MPWM Advisory Solutions LLC

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Assets, Funds, Holdings

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MPWM Advisory Solutions LLC
CRD #169885
SEC #801-78961
CIK #
AUM $315.7 MM (2024-05-22)
Employees 19 (63% Investors, 63% Brokers)
Phone678-566-4001
Address8000 Avalon Blvd
Alpharetta, GA 30009
Source [IAPD] [Website] [Facebook]
Total AUM ($MM)
3502802101407002009201420192025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 706 167.1
(b) Individuals (high net worth individuals) 68 144.8
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 5 3.8
(n) Other 0 0.0
Total 779 315.7
By Discretionary
Discretionary 778 315.6
Non-Discretionary 1 0.2
Total 779 315.7
By Non-United States Persons
Non-United States Persons 1.5
United States Persons 314.2
Total 779 315.7
Comparable Firms State AUM ($BB)
Navigoe LLC
CA 0.3
Keyes Stange & Wooten Wealth Management LLC
FL 0.3
Familywealth Advisers LLC
FL 0.3
River Street Advisors LLC
IL 0.3
PhiloSmith Capital Corporation
CT 0.3
Snider Retirement Strategies Inc
WA 0.3
Lifesteps Financial Inc
CA 0.3
The Karras Company Inc
UT 0.3
LPWM LLC
MN 0.3
Summit Wealth Advocates LLC
MN 0.3
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