MWM Wealth Advisory, LLC

Overview

MWM Wealth Advisory, LLC is an independent registered investment adviser that entered SEC registration in 2025. The firm is structured as a limited liability company and is owned by an individual. Its client focus is individuals and families, and it charges advisory fees based on a percentage of assets under management. The ADV lists portfolio management for individuals and small businesses and pension consulting services among the firm’s advisory activities. MWM indicates it is not an active ESG investor, does not serve as a capital allocator, and is not registered as a multi-state adviser. An industry affiliation with an insurance company is noted.

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Public Holdings

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Location & Offices