Investment adviser · CRD 287705
MWM WEALTH ADVISORY, LLC
Investment adviser filing (IA)
PLYMOUTH, MN, United States · Form ADV filed Sep 21, 2026
- Regulatory AUM
- $144M Form ADV · Item 5.F
- Client accounts
- 366 Accounts, not individual clients
- Employees
- 1 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 40 | $99,400,000 | 68.8% |
| Individuals | 164 | $45,000,000 | 31.2% |
Filing source
Form ADV 2132072 · Sep 21, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Sep 21, 2026. View historical filings
Reported services
Individual portfolio management · Pension consulting
Compensation
Percentage of assets
Principal office
18200 45TH AVE NORTH, SUITE 100APLYMOUTH, MN, 55446, United States
CRD 287705
Filing source
Form ADV 2132072 · Sep 21, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.