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| MPWM Advisory Solutions LLC
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|---|---|
| CRD # | 169885 |
| SEC # | 801-78961 |
| CIK # | 0002056693 |
| AUM | 326.9 M (2026-03-30) |
| Employees | 20 (60% Investors, 60% Brokers) |
| Phone | 678-566-4001 |
| Address | 8000 Avalon Blvd Alpharetta, GA 30009 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 2.4 | ||
| Apple Inc | 2.4 | ||
| MERK Gold Trust | 1.3 | ||
| Amazon Com Inc | 1.3 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 497 | 128.7 |
| (b) Individuals (high net worth individuals) | 76 | 181.4 |
| (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 | 10 | 14.2 |
| (h) Charitable organizations | 3 | 2.6 |
| (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 | 3 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 1,173 | 326.9 |
| By Discretionary | ||
| Discretionary | 1,173 | 326.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,173 | 326.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 326.9 | |
| Total | 1,173 | 326.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002056693] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Clients | 5 |
| Serves | Institutional, Retail |
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