MWM Advisory Group, LLC

Overview

MWM Advisory Group, LLC is an independent, individually owned registered investment adviser operating as a limited liability company. The firm serves both individual and family clients as well as some institutional relationships, providing financial planning and portfolio management primarily for individuals and small businesses. It also operates as an insurance broker, which is reflected in how it integrates insurance and annuity products into client solutions. The firm uses a mix of fee arrangements — percentage of assets under management as well as hourly and fixed fees — and is not positioned as a capital allocator or pension consultant. MWM is not identified as an active ESG investor and is not characterized as a multi-state or newly formed adviser.

Assets & Accounts

Public Holdings

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Location & Offices