Mpwm Advisory Solutions LLC
● SEC registered since 2014CRD 169885SEC# 801-78961Alpharetta, GA
Reg. AUM
$326.9M
Employees
20
Accounts
1,173
Location
Alpharetta, GA
Mpwm Advisory Solutions LLC assets under management
Mpwm Advisory Solutions LLC is an investment advisory firm registered with the SEC based in Alpharetta, GA. The firm has been registered since 2014. It reports $326.9 million in regulatory assets under management and employs 20 people.
Mpwm Advisory Solutions LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Evelyn Steinman Perez Control | Chief Compliance Officer | Under 5% | 2023 |
| Steven John Mayer Control | Managing Partner | Over 75% | 2013 |
Frequently asked questions
How much does Mpwm Advisory Solutions LLC manage?
Mpwm Advisory Solutions LLC reports $326.9 million in regulatory assets under management on its Form ADV.
How many employees does Mpwm Advisory Solutions LLC have?
Mpwm Advisory Solutions LLC reports 20 employees.
Where is Mpwm Advisory Solutions LLC located?
Mpwm Advisory Solutions LLC is based in Alpharetta, GA and has been SEC-registered since 2014.
Does Mpwm Advisory Solutions LLC disclose fund performance?
Mpwm Advisory Solutions LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 8000 Avalon Blvd, Suite 100, Alpharetta, GA 30009 |
| Phone | 678-566-4001 |
| Office hours | 9 a.m. To 5 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| CIK | 2056693 |
| Discloses disciplinary history | No |
Regulatory AUM
$326.9M▲ 2%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 60%
Larger than 40% of 16,271 advisers
EmployeesTop 24%
More than 76% of 16,825 advisers
Assets under management
$326.9Mregulatory AUM
Discretionary $326.9M