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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) |
| Phone | 615-647-5882 |
| Address | 1614 16th Avenue South Nashville, TN 37212 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($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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Robinswood Financial LLC
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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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|
Prospect Financial Services LLC
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NY | 431.0 M |
|
MWM Group LLC
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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 |