# MPWM ADVISORY SOLUTIONS LLC

MPWM ADVISORY SOLUTIONS LLC of ALPHARETTA, GA is an SEC-registered investment adviser.

## Registration

- CRD: 169885
- Type: SEC-registered investment adviser
- SEC file number: 801-78961
- Location: 8000 AVALON BLVD, SUITE 100, ALPHARETTA, GA, 30009
- Phone: 678-566-4001
- Latest filing: 2026-03-30
- Regulatory AUM: $326.9M
- Discretionary AUM: $326.9M
- Clients: 20
- Accounts: 1,173

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| Steven John Mayer | MANAGING PARTNER | — |
| Evelyn Steinman Perez | CHIEF COMPLIANCE OFFICER | — |
| MAYER STEVEN JOHN | MANAGING PARTNER | — |
| GOLDBERG MATHEW TODD | CHIEF COMPLIANCE OFFICER; MANAGING PARTNER | — |
| Perez Evelyn Steinman | CHIEF COMPLIANCE OFFICER | — |


## Branch offices (14)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| ALBANY | NY | 3 | 518-755-4325 |
| ALBANY | NY | 3 | 518-755-4325 |
| ROSWELL | GA | 1 | 678-323-2405 |
| STATESBORO | GA | 1 | 678-661-4542 |
| NEW YORK | NY | 1 | (646) 328-9796 |
| NEW YORK | NY | 1 | 646-844-3745 |
| OAK RIDGE | TN | 1 | 865-272-0187 |
| SUWANEE | WI | 1 | 404-890-5692 |
| ROSWELL | GA | 1 | 678-323-2405 |
| STATESBORO | GA | 1 | 678-661-4542 |
| NEW YORK | NY | 1 | (646) 328-9796 |
| OAK RIDGE | TN | 1 | 865-272-0187 |
| NEW YORK | NY | 1 | 646-844-3745 |
| SUWANEE | WI | 1 | 404-890-5692 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/169885/brochure
- Similar advisers: https://search.stillhousedata.com/firm/169885/similar
- Related entities: https://search.stillhousedata.com/firm/169885/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/169885

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.