MWM ADVISORY SERVICES LLC
Legal name: MWM ADVISORY
CRD #166411 SEC #801-106583 LOUISVILLE, KY 502-882-4600
SEC Registered
Total AUM
$70.9M
Discretionary
$62.2M
Employees
16
Clients
251
Accounts
450
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2019 | $70.9M | $62.2M | $8.7M | 16 | 0 |
| Oct 2018 | $359.8M | $61.6M | $298.3M | 16 | 0 |
| Mar 2018 | $359.8M | $61.6M | $298.3M | 16 | 0 |
| Aug 2017 | $269.8M | $61.1M | $208.8M | 20 | 400 |
| May 2017 | $269.8M | $61.1M | $208.8M | 20 | 400 |
| Mar 2017 | $269.8M | $61.1M | $208.8M | 20 | 400 |
| Mar 2016 | $203.4M | $54.8M | $148.6M | 20 | 400 |
| Sep 2015 | $118.7M | $45.8M | $72.9M | 22 | 200 |
| Aug 2015 | $118.7M | $45.8M | $72.9M | 22 | 200 |
| Apr 2014 | $0 | $0 | $0 | 7 | 0 |
| Apr 2014 | $0 | $0 | $0 | 7 | 0 |
| Apr 2014 | $0 | $0 | $0 | 7 | 0 |
| Apr 2014 | $0 | $0 | $0 | 7 | 0 |
| Apr 2014 | $0 | $0 | $0 | 7 | 0 |
| Dec 2013 | $0 | $0 | $0 | 7 | 0 |
| Nov 2013 | $0 | $0 | $0 | 7 | 0 |
DateMar 2019
Total AUM$70.9M
Discretionary$62.2M
Non-Disc.$8.7M
Employees16
Clients0
DateOct 2018
Total AUM$359.8M
Discretionary$61.6M
Non-Disc.$298.3M
Employees16
Clients0
DateMar 2018
Total AUM$359.8M
Discretionary$61.6M
Non-Disc.$298.3M
Employees16
Clients0
DateAug 2017
Total AUM$269.8M
Discretionary$61.1M
Non-Disc.$208.8M
Employees20
Clients400
DateMay 2017
Total AUM$269.8M
Discretionary$61.1M
Non-Disc.$208.8M
Employees20
Clients400
DateMar 2017
Total AUM$269.8M
Discretionary$61.1M
Non-Disc.$208.8M
Employees20
Clients400
DateMar 2016
Total AUM$203.4M
Discretionary$54.8M
Non-Disc.$148.6M
Employees20
Clients400
DateSep 2015
Total AUM$118.7M
Discretionary$45.8M
Non-Disc.$72.9M
Employees22
Clients200
DateAug 2015
Total AUM$118.7M
Discretionary$45.8M
Non-Disc.$72.9M
Employees22
Clients200
DateApr 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0
DateApr 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0
DateApr 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0
DateApr 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0
DateApr 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0
DateDec 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0
DateNov 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0