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MWS CAPITAL CONSULTANTS LLC

CHICAGO, IL · CRD 125061 · IAPD ↗ · mwscapital.com · 773-412-4302

$193.7MRegulatory AUM
3Advisory reps
3Employees
0Clients
11-25Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
August 2025 — MWS CAPITAL CONSULTANTS LLC now reports custody of client assets ($246,149).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
60
March 2025 — MWS CAPITAL CONSULTANTS LLC reported RAUM up 25% ($125.6M -> $157.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.