MPWM ADVISORY SOLUTIONS LLC
Firm details
- Headquarters
- ALPHARETTA, Georgia
- CRD number
- 169885
- Registered since
- January 2, 2014
- Custodians
- LPL FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI55.48%
- Individuals39.36%
- Pension & Profit Sharing Plans4.35%
- Charitable Organizations0.78%
- Corporations / Businesses0.03%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Mpwm Advisory Solutions LLC is an independent, SEC-registered RIA that acts as a capital allocator for both individuals/families and institutional clients. The firm provides financial planning, portfolio management for individuals and small businesses, and the selection of other advisers and subadvisors. Its fee schedule includes percentage-of-AUM billing alongside hourly and fixed-fee engagements. Mpwm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds82%
- Exchange Traded Equities7%
- Cash & Cash Equivalents5%
- Derivatives4%
- State & Local Bonds1%
Owners & executives
1 of 1TROY HUTCHINSON
Founder and CEOCRD 2209515
Contacts
3 of 15Laura Brannen
Wealth ManagerCRD 6952546
DEREK LAWSON
Financial Advisor / PresidentCRD 5400604
Evelyn Perez
Compliance AnalystCRD 7083932
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 360Active vs passive
$224M in ETFs
83%
$185M
15%
$39M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $32.3M | 49,651 | 14.40% |
Location
ALPHARETTA, GA
FULTON
Location
ALPHARETTA, GA
Headquartered in ALPHARETTA, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- FULTON
- Address
- 8000 Avalon Blvd
- Time zone
- ET (UTC-5)
- Office locations
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