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MRWM CAPITAL MANAGEMENT, LLC

NASHVILLE, TN · CRD 336384 · IAPD ↗ · (615) 647-5882

$8.8MRegulatory AUM
2Advisory reps
2Employees
0Clients
n/aPlanning clients
2Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

45
September 2026 — MRWM CAPITAL MANAGEMENT, LLC (NASHVILLE, TN) left the SEC roster (was $8.8M RAUM, 2 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
80
August 2025 — MRWM CAPITAL MANAGEMENT, LLC (NASHVILLE, TN) is newly SEC-registered with $7.3M RAUM and 3 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.