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MPWM ADVISORY SOLUTIONS LLC

ALPHARETTA, GA · CRD 169885 · IAPD ↗ · 678-566-4001

$326.9MRegulatory AUM
12Advisory reps
20Employees
5Clients
1-10Planning clients
0Private funds
14States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
March 2026 — MPWM ADVISORY SOLUTIONS LLC added office(s): 6 -> 7 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
49
April 2025 — MPWM ADVISORY SOLUTIONS LLC notice-filed in CO, IL, MA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
June 2024 — MPWM ADVISORY SOLUTIONS LLC added office(s): 7 -> 8 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
48
April 2024 — MPWM ADVISORY SOLUTIONS LLC moved its main office from NEW YORK, NY to ALPHARETTA, GA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
53
April 2024 — MPWM ADVISORY SOLUTIONS LLC added office(s): 6 -> 7 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
April 2024 — MPWM ADVISORY SOLUTIONS LLC reported RAUM up 64% ($192.6M -> $315.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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