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MPWM ADVISORY SOLUTIONS LLC
CRD 169885 · SEC 801-78961
8000 AVALON BLVD, SUITE 100, ALPHARETTA, GA, 30009, United States
Phone
678-566-4001
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$326.9M
Discretionary AUM
$326.9M
Team
20 total employees; 12 advisory reps; 5 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 497 | $128.7M |
| High net worth individuals | 76 | $181.4M |
| Pension/profit sharing plans | 10 | $14.2M |
| Charitable organizations | 3 | $2.6M |
| Corporations/business entities | 3 | $83K |
States served
AL, CO, GA, IL, LA, MA, NJ, NY, NC, SC, TN, TX, NH, FL
All web addresses on file
- https://www.facebook.com/capstonefinancialadvisors/
- https://www.capstonebenefitsadvisors.com
- HTTPS://WWW.FACEBOOK.COM/MAYERPWM
- HTTP://WWW.MAYERPRIVATEWEALTHMANAGEMENT.COM
- https://www.navigatefinancialllc.com/
- https://www.facebook.com/Mullins-Wealth-Management-103595804771364/
- https://www.momentumwealthadvisors.com/
Official SEC filing: View on IAPD