Mwm Wealth Advisory, LLC
Mwm Wealth Advisory, LLC is an SEC-registered mass-market adviser in Plymouth, MN with $140.3M assets under management (AUM, regulatory AUM), +18% over one year. See who owns Mwm Wealth Advisory, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 287705, SEC 801-132301, data through 2026-05-22.
- AUM (assets under management / regulatory AUM)
- $140.3M (2026-05-22)
- Firm type
- Mass-Market Adviser
- Location
- Plymouth, MN
- Employees
- 1
- Clients
- 202
- CRD
- 287705
- Ownership
- MILLERBERND, NATHAN, DAVID
How much AUM does Mwm Wealth Advisory, LLC have?
Mwm Wealth Advisory, LLC reported $140.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-22).
Who owns Mwm Wealth Advisory, LLC?
Disclosed owners and executives of Mwm Wealth Advisory, LLC include MILLERBERND, NATHAN, DAVID. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.