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MWM WEALTH ADVISORY, LLC

PLYMOUTH, MN · CRD 287705 · IAPD ↗ · mwm4wealth.com · 763-478-9934

$144.4MRegulatory AUM
1Advisory reps
1Employees
1Clients
n/aPlanning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
April 2025 — MWM WEALTH ADVISORY, LLC (PLYMOUTH, MN) is newly SEC-registered with $119.1M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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