MWM ADVISORY GROUP, LLC

MWM ADVISORY GROUP, LLC of VALPARAISO, IN is an SEC-registered investment adviser (CRD 310866). Regulatory assets under management: $39.4M.

Registration

• CRD: 310866
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 310866 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search