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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| MRWM Advisors LLC
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| CRD # | 288944 |
| SEC # | 801-110818 |
| CIK # | |
| AUM | $397.2 M (2025-07-28) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 615-647-5882 |
| Address | 1614 16th Avenue South Nashville, TN 37212 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 279 | 114.2 |
| (b) Individuals (high net worth individuals) | 48 | 260.7 |
| (c) Banking or thrift institutions | 0 | 0.5 |
| (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 | 1.1 |
| (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 | 0 | 20.7 |
| (n) Other | 0 | 0.0 |
| Total | 1,466 | 397.2 |
| By Discretionary | ||
| Discretionary | 1,466 | 397.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,466 | 397.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 397.2 | |
| Total | 1,466 | 397.2 |
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|---|---|---|
|
Pinnacle Peak Private Client Group LLC
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AZ | 0.4 |
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IL | 0.4 |
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MA | 0.4 |
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Capital Management Services Inc
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|
Beacon Global Advisor Network LLC
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Reedmark Advisors LLC
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NJ | 0.4 |
|
Biltmore Wealth Management LLC
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AZ | 0.4 |
|
Equinum LLC
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NY | 0.4 |