MPWM ADVISORY SOLUTIONS LLC of ALPHARETTA, GA is an SEC-registered investment adviser (CRD 169885). Regulatory assets under management: $326.9M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Charities.
| 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 | — |