MWM WEALTH ADVISORY, LLC
SEC Form ADV profile.
Total regulatory AUM
$144,400,000
Discretionary
$0
Non-discretionary
$144,400,000
Firm details
- CRD number
- 287705
- SEC file number
- 801-132301
- Main office
- PLYMOUTH, MN, United States
- Employees
- 1
- SEC status
- Approved
- Website
- HTTP://WWW.MWM4WEALTH.COM
- Fee structure
-
Percentage of AUM
As of November 2026.