MWM INVESTMENT CONSULTING, LLC
CRD #150341 SEC #801-70482 NAPLES, FL 239-430-0738
SEC Registered
Total AUM
$58.3M
Discretionary
$58.3M
Employees
1
Clients
11
Accounts
42
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- May 8, 2012
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| MATHIAS, MATTHEW, WILLIAM | I | MEMBER, PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| MATHIAS, MATTHEW, WILLIAM | I | MEMBER, PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| MATHIAS, MATTHEW, WILLIAM | I | MEMBER, PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| MATHIAS, MATTHEW, WILLIAM | I | MEMBER, PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| MATHIAS, MATTHEW, WILLIAM | I | MEMBER, PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| MATHIAS, MATTHEW, WILLIAM | I | MEMBER, PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
May 8, 2012 REGISTERED
Notice Filings (1)
FL
Address
2390 TAMIAMI TRAIL N.SUITE 108
NAPLES, FL 34103
United States
Phone: 239-430-0738