Mwm Wealth Advisory, LLC
● SEC registered since 2025CRD 287705SEC# 801-132301Plymouth, MN
Reg. AUM
$140.3M
Employees
1
Accounts
364
Location
Plymouth, MN
Mwm Wealth Advisory, LLC assets under management
Mwm Wealth Advisory, LLC is an investment advisory firm registered with the SEC based in Plymouth, MN. The firm has been registered since 2025. It reports $140.3 million in regulatory assets under management and employs 1 people.
Mwm Wealth Advisory, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Nathan David Millerbernd Control | Chief Compliance Officer/ Managing Member | Over 75% | 2017 |
Frequently asked questions
How much does Mwm Wealth Advisory, LLC manage?
Mwm Wealth Advisory, LLC reports $140.3 million in regulatory assets under management on its Form ADV.
How many employees does Mwm Wealth Advisory, LLC have?
Mwm Wealth Advisory, LLC reports 1 employees.
Where is Mwm Wealth Advisory, LLC located?
Mwm Wealth Advisory, LLC is based in Plymouth, MN and has been SEC-registered since 2025.
Does Mwm Wealth Advisory, LLC disclose fund performance?
Mwm Wealth Advisory, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 18200 45th Ave North, Suite 100a, Plymouth, MN 55446 |
| Phone | 763-478-9934 |
| Office hours | 8:00a.m. - 5:00p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$140.3M▲ 18%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 85%
Larger than 15% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$140.3Mregulatory AUM
Discretionary $0Non-discretionary $140.3M