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| hi!! I just updated the data, let me know if anything looks off, I'll fix it! |
| MPWM Advisory Solutions LLC
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|---|---|
| CRD # | 169885 |
| SEC # | 801-78961 |
| CIK # | 0002056693 |
| AUM | $320.5 M (2025-05-14) |
| Employees | 20 (65% Investors, 65% Brokers) |
| Phone | 678-566-4001 |
| Address | 8000 Avalon Blvd Alpharetta, GA 30009 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 2.0 | ||
| Apple Inc | 1.9 | ||
| Amazon Com Inc | 1.1 | ||
| BlackRock Muniassets Fund Inc | 1.1 | ||
| Facebook Inc | 0.9 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 573 | 146.6 |
| (b) Individuals (high net worth individuals) | 76 | 170.5 |
| (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 | 12 | 0.0 |
| (h) Charitable organizations | 3 | 2.4 |
| (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 | 1.1 |
| (n) Other | 0 | 0.0 |
| Total | 653 | 320.5 |
| By Discretionary | ||
| Discretionary | 652 | 320.4 |
| Non-Discretionary | 1 | 0.2 |
| Total | 653 | 320.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 320.5 | |
| Total | 653 | 320.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002056693] |
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|---|---|---|
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PA | 0.3 |
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NY | 0.3 |
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CA | 0.3 |
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MT | 0.3 |
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Coign Capital Advisors LLC
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OH | 0.3 |
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CA | 0.3 |
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Thomas Wright Asset Management Inc
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PR | 0.3 |
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UniWealth Advisors Inc
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0.3 |