# MWM ADVISORY GROUP, LLC

MWM ADVISORY GROUP, LLC of VALPARAISO, IN is an SEC-registered investment adviser.

## Registration

- CRD: 310866
- Type: SEC-registered investment adviser
- Location: 332 W. US HWY 30, VALPARAISO, IN, 46385
- Phone: 219-510-5069
- Latest filing: 2026-04-28
- Regulatory AUM: $39.4M
- Discretionary AUM: $39.4M
- Clients: 3
- Accounts: 360

## Business model

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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/310866/brochure
- Similar advisers: https://search.stillhousedata.com/firm/310866/similar
- Related entities: https://search.stillhousedata.com/firm/310866/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/310866

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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.