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| MRWM Advisors LLC
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| CRD # | 288944 |
| SEC # | 801-110818 |
| CIK # | 0001732949 |
| AUM | 431.7 M (2026-03-09) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 615-647-5882 |
| Address | 1614 16th Avenue South Nashville, TN 37212 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Fees and Compensation — Form ADV Part 2A (3/9/2026) [Brochure] |
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Item 5: Fees and Compensation
A. Adviser is compensated for its advisory services primarily by fees charged based on a client’s
assets under management with Adviser. Adviser alternatively offers financial planning services
and consulting services on a fixed fee basis, with financial planning fees ranging between $1,000
to $5,000 per annum and consulting fees ranging up to $20,000 depending on the nature and
scope of the consulting services to be rendered by Adviser. Fees are negotiable, and each
client’s specific fee schedule is included as part of the investment advisory agreement signed by
Adviser and the client.
Adviser’s Non Fixed Income fee schedule is included below:
Client Assets Under Management Annual Fee Percentage
(paid quarterly)
From $0 to $1,000,000 1.25%
From $1,000,001 to $3,000,000 0.85%
From $3,000,001 to $5,000,000 0.75%
Above $5,000,000 0.60%
Adviser’s standard Fixed Income fee is 0.30% per annum of fixed income assets under Adviser’s
management.
B. The fee schedule above is a “tiered” or “blended” fee schedule, which means that different annual
fee percentages will apply to different ranges of client assets under Adviser’s management. Fees
are deducted in advance on a quarterly basis from clients’ assets and based upon the market
value of such assets managed by Adviser as of the last business day of the prior calendar
quarter. Outstanding margin balances and cash are included in the assets upon which fees are
assessed.
C. In addition to the fees charged by Adviser, clients will incur brokerage and other transaction costs.
Please refer to Item 12: Brokerage Practices, for further information on such brokerage and other
transaction-related practices. Depending on the specific investment products held in a client’s
account and the services provided, a client may also incur additional fees and costs charged by
other independent and unaffiliated third-parties. Such additional fees and costs may include, but
are not necessarily limited to, the internal fees and costs of an investment product (like a mutual
fund or exchange traded fund), margin interest, account or asset transfer fees, subadvisory or
third-party investment manager fees, account type fees, early redemption charges, market-maker
or bid-ask spreads, retirement plan fees, fees for receiving paper copies of documents in lieu of
electronically-delivered documents, other fees and taxes on brokerage accounts and securities
transactions, and fees and costs as charged to investors in the Funds. Fees assessed by
Third-Party Advisers are also generally in addition to Adviser’s fees. These additional charges are
separate and apart from the fees charged by Adviser. Lower fees for comparable services may be
available from other sources.
D. Fees for the initial quarter will be based on gross value of the assets designated to be under
Adviser’s management as of the last business day of such initial quarter and charged in arrears. If
Adviser or client terminates the advisory agreement before the end of a quarterly billing period,
the pro rata fees earned through the effective date of the termination will be billed to the client.
Fees are prorated for intra-quarter Client inflows (deposits) in excess of $50,000. Any such
additional pro-rated fees will be assessed in the quarterly billing cycle immediately following the
client in-flow (deposit).
E. Neither Adviser nor any of its supervised persons accepts compensation for the sale of securities
or other investment products.
Date of Brochure: March 09, 2026 |
| Account Minimums and Types of Clients — Form ADV Part 2A (3/9/2026) [Brochure] |
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Item 7: Types of Clients
Adviser generally provides its services to individuals, high-net-worth individuals, trusts, estates, business
entities, charitable organizations, and pension and profit sharing plans. The minimum account value
required to open and maintain an account with Adviser is $500,000, subject to negotiation. Please note
that the Third-Party Advisers retained by Adviser may separately impose minimum account value
requirements.
Date of Brochure: March 09, 2026 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| ETFS Gold Trust | 26.3 | ||
| Apple Inc | 13.0 | ||
| Kroger Co | 4.6 | ||
| Alphabet Inc | 4.5 | ||
| AbbVie Inc | 4.5 | ||
| Lam Research Corp | 4.5 | ||
| Cisco Systems Inc | 4.3 | ||
| International Business Machines Corp | 4.2 | ||
| Merck & Co Inc | 4.2 | ||
| Lockheed Martin Corp | 4.2 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 293 | 111.7 |
| (b) Individuals (high net worth individuals) | 56 | 300.3 |
| (c) Banking or thrift institutions | 0 | 0.6 |
| (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 | 17.9 |
| (n) Other | 0 | 0.0 |
| Total | 1,068 | 431.7 |
| By Discretionary | ||
| Discretionary | 1,068 | 431.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,068 | 431.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 431.7 | |
| Total | 1,068 | 431.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001732949] | |
| 13F-NT | [0001732949] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 10 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Santori & Peters Inc
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|
PA | 433.5 M |
|
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|
Lisanti Capital Growth LLC
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TRED Avon Family Wealth LLC
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FSB Premier Wealth Management Inc
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|
NBZ Investment Advisors LLC
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|
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|
Prospect Financial Services LLC
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|
NY | 431.0 M |
|
MWM Group LLC
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|
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|
Causey Public Finance LLC
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|
430.9 M | |
|
Castle Wealth Management LLC
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|
FL | 430.1 M |