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⚲
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| MW Advisory LLC
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|
|
|---|---|
| CRD # | 338634 |
| SEC # | 801-134599 |
| CIK # | |
| AUM | $160.7 M (2026-06-12) |
| Employees | 9 (56% Investors, 0% Brokers) |
| Phone | 404-882-8756 |
| Address | 3290 Northside Parkway NW Atlanta, GA 30327 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 8 | 1.1 |
| (b) Individuals (high net worth individuals) | 100 | 114.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 8 | 45.0 |
| (n) Other | 0 | 0.0 |
| Total | 116 | 160.7 |
| By Discretionary | ||
| Discretionary | 116 | 160.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 116 | 160.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 160.7 | |
| Total | 116 | 160.7 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Newground Social Investment SPC
✚
|
WA | 0.2 |
|
Williams Wealth Management Group Inc
✚
|
FL | 0.2 |
|
Broadwater Capital Management LLC
✚
|
MA | 0.2 |
|
Lauer Wealth LLC
✚
|
IN | 0.2 |
|
Going Sebastien Fisher & Lebouef LLP
✚
|
LA | 0.2 |
|
Eddie Patel Inc
✚
|
IL | 0.2 |
|
Kropog Financial Group LLC
✚
|
LA | 0.2 |
|
Fenix Asset Management LLC
✚
|
NY | 0.2 |
|
M3 Wealth Management LLC
✚
|
OH | 0.2 |
|
Harding Financial Group LLC
✚
|
OH | 0.2 |