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MWM ADVISORY GROUP, LLC
CRD 310866
332 W. US HWY 30, SUITE B, VALPARAISO, IN, 46385, United States
Phone
219-510-5069
Fax
844-410-9363
Registration
— (—)
Source
State registered
Total AUM
$39.4M
Discretionary AUM
$39.4M
Team
3 total employees; 2 advisory reps; 1 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-28
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 217 | $27.2M |
| High net worth individuals | 8 | $11.4M |
| Corporations/business entities | 1 | $864K |
All web addresses on file
Official SEC filing: View on IAPD