MWM WEALTH ADVISORY, LLC

Overview

MWM Wealth Advisory, LLC is a small, individual-owner registered investment adviser organized as an LLC and registered with the SEC in 2025. The firm serves individual and family clients and bills on a percentage‑of‑AUM basis. Its stated advisory activities include portfolio management for individuals and small businesses and pension consulting services, though its filing indicates it is not designated as a pension consultant. The firm is not an active ESG investor, does not identify as a capital allocator, and is not registered as a multi‑state adviser. An insurance company is listed among its industry affiliations.

Assets & Accounts

Public Holdings

Investments & Alternatives