MWM WEALTH ADVISORY, LLC

CRD 287705 · SEC 801-132301

18200 45TH AVE NORTH, SUITE 100A, PLYMOUTH, MN, 55446, United States

Phone

763-478-9934

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$140.3M

Discretionary AUM

Team

1 total employees; 1 advisory reps; 1 broker-dealer reps

Clients

—

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-05-22

Disciplinary history

Services

Portfolio management (individuals)Pension consulting

Type	Clients	AUM
Individuals	162	$43.6M
High net worth individuals	40	$96.7M

MN, TX

Official SEC filing: View on IAPD