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| Keyboard |
| MWM Wealth Advisory LLC
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|---|---|
| CRD # | 287705 |
| SEC # | 801-132301 |
| CIK # | |
| AUM | 140.3 M (2026-05-22) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 763-478-9934 |
| Address | 18200 45th Ave North Plymouth, MN 55446 |
| Source | [IAPD] [Website] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 162 | 43.6 |
| (b) Individuals (high net worth individuals) | 40 | 96.7 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 364 | 140.3 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 364 | 140.3 |
| Total | 364 | 140.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 140.3 | |
| Total | 364 | 140.3 |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 1 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
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DLK Investment Advisors LLC
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WA | 140.7 M |
|
Actitrust Wealth Management LLC
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|
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Excomp Asset Management Ltd
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|
Larson Williams Wealth Advisors LLC
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Fortis Portfolio Solutions LLC
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IL | 140.0 M |
|
Claremont Financial Group Inc
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|
Jemma Investment Advisors LLC
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|
MD | 139.8 M |
|
Legacy PCG LLC
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