MWM WEALTH ADVISORY, LLC

MWM WEALTH ADVISORY, LLC of PLYMOUTH, MN is an SEC-registered investment adviser (CRD 287705). Regulatory assets under management: $140.3M.

Registration

• CRD: 287705
• SEC file number: 801-132301
• Type: Registered investment adviser
• 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)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 287705 on SEC IAPD (source of record)
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