# MWM WEALTH ADVISORY, LLC

MWM WEALTH ADVISORY, LLC of PLYMOUTH, MN is an SEC-registered investment adviser.

## Registration

- CRD: 287705
- Type: SEC-registered investment adviser
- SEC file number: 801-132301
- Location: 18200 45TH AVE NORTH, SUITE 100A, PLYMOUTH, MN, 55446
- Phone: 763-478-9934
- Latest filing: 2026-05-22
- Regulatory AUM: $140.3M
- Non-discretionary AUM: $140.3M
- Clients: 1
- Accounts: 364

## Business model

- Compensation: % of AUM
- Clients served: High net worth, Pensions

## Officers, owners & control persons (1)

| Name | Role | Location |
| --- | --- | --- |
| Nathan David Millerbernd | CHIEF COMPLIANCE OFFICER/ MANAGING MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/287705/brochure
- Similar advisers: https://search.stillhousedata.com/firm/287705/similar
- Related entities: https://search.stillhousedata.com/firm/287705/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/287705

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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.