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

Clients

251

Accounts

450

Firm Details

Organization Type: Limited Liability Company
State of Formation: Kentucky
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Mar 21, 2019
Branch Offices: 2

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
CONNER, JAY, GORDON	I	CHIEF COMPLIANCE OFFICER	NA	Control
CONNER, JAY, GORDON	I	CHIEF COMPLIANCE OFFICER	NA	Control
MERITRUST HOLDINGS LLC	DE	DOMESTIC ENTITY	D	Control
MERITRUST HOLDINGS LLC	DE	DOMESTIC ENTITY	D	Control
MERITRUST HOLDINGS LLC	DE	DOMESTIC ENTITY	D	Control
MERITRUST HOLDINGS LLC	DE	DOMESTIC ENTITY	D	Control
MERITRUST HOLDINGS LLC	DE	DOMESTIC ENTITY	D	Control
MERITRUST HOLDINGS LLC	DE	DOMESTIC ENTITY	D	Control
MERITRUST HOLDINGS LLC	DE	DOMESTIC ENTITY	D	Control
MERITRUST HOLDINGS LLC	DE	DOMESTIC ENTITY	D	Control
MERITRUST HOLDINGS LLC	DE	DOMESTIC ENTITY	D	Control
MERITRUST HOLDINGS LLC	DE	DOMESTIC ENTITY	D	Control
MERITRUST HOLDINGS LLC	DE	DOMESTIC ENTITY	D	Control
MERITRUST HOLDINGS LLC	DE	DOMESTIC ENTITY	D	Control
MERITRUST HOLDINGS LLC	DE	DOMESTIC ENTITY	D	Control
MERITRUST HOLDINGS LLC	DE	DOMESTIC ENTITY	D	Control
MERITRUST HOLDINGS LLC	DE	DOMESTIC ENTITY	D	Control
MERITRUST HOLDINGS LLC	DE	DOMESTIC ENTITY	D	Control
MERITRUST HOLDINGS LLC	DE	DOMESTIC ENTITY	D	Control
KALLIS, JOHN, GEORGE	I	CHIEF COMPLIANCE OFFICER	B
KALLIS, JOHN, GEORGE	I	CHIEF COMPLIANCE OFFICER	B
KALLIS, JOHN, GEORGE	I	CHIEF COMPLIANCE OFFICER	B
KALLIS, JOHN, GEORGE	I	CHIEF COMPLIANCE OFFICER	B
KALLIS, JOHN, GEORGE	I	CHIEF COMPLIANCE OFFICER	B
KALLIS, JOHN, GEORGE	I	CHIEF COMPLIANCE OFFICER	B
KALLIS, JOHN, GEORGE	I	CHIEF COMPLIANCE OFFICER	B
KALLIS, JOHN, GEORGE	I	CHIEF COMPLIANCE OFFICER	B
KALLIS, JOHN, GEORGE	I	CHIEF COMPLIANCE OFFICER	B
KALLIS, JOHN, GEORGE	I	CHIEF COMPLIANCE OFFICER	B
KALLIS, JOHN, GEORGE	I	CHIEF COMPLIANCE OFFICER	B
KALLIS, JOHN, GEORGE	I	CHIEF COMPLIANCE OFFICER	B
KALLIS, JOHN, GEORGE	I	CHIEF COMPLIANCE OFFICER	B
KALLIS, JOHN, GEORGE	I	CHIEF COMPLIANCE OFFICER	B
KALLIS, JOHN, GEORGE	I	CHIEF COMPLIANCE OFFICER	B
KALLIS, JOHN, GEORGE	I	CHIEF OPERATING OFFICER	B
KALLIS, JOHN, GEORGE	I	CHIEF OPERATING OFFICER	B
CAMMACK, MARCIA, JOHNSON	I	MEMBER	A
CAMMACK, MARCIA, JOHNSON	I	MEMBER	A
CAMMACK, MARCIA, JOHNSON	I	MEMBER	A
CAMMACK, MARCIA, JOHNSON	I	MEMBER	A
CAMMACK, MARCIA, JOHNSON	I	MEMBER	A
CAMMACK, MARCIA, JOHNSON	I	MEMBER	A
CAMMACK, MARCIA, JOHNSON	I	MEMBER	A
CAMMACK, MARCIA, JOHNSON	I	MEMBER	A
CAMMACK, MARCIA, JOHNSON	I	MEMBER	A
CAMMACK, MARCIA, JOHNSON	I	MEMBER	A
CAMMACK, MARCIA, JOHNSON	I	MEMBER	A
CAMMACK, MARCIA, JOHNSON	I	MEMBER	A
CAMMACK, MARCIA, JOHNSON	I	MEMBER	A
CAMMACK, MARCIA, JOHNSON	I	MEMBER	A
CAMMACK, MARCIA, JOHNSON	I	MEMBER	A
CAMMACK, MARCIA, JOHNSON	I	MEMBER	A
CAMMACK, MARCIA, JOHNSON	I	MEMBER	A
FURLONG, THOMAS, PATRICK	I	MEMBER	A
FURLONG, THOMAS, PATRICK	I	MEMBER	A
FURLONG, THOMAS, PATRICK	I	MEMBER	A
FURLONG, THOMAS, PATRICK	I	MEMBER	A
FURLONG, THOMAS, PATRICK	I	MEMBER	A
FURLONG, THOMAS, PATRICK	I	MEMBER	A
FURLONG, THOMAS, PATRICK	I	MEMBER	A
FURLONG, THOMAS, PATRICK	I	MEMBER	A
FURLONG, THOMAS, PATRICK	I	MEMBER	A
FURLONG, THOMAS, PATRICK	I	MEMBER	A
FURLONG, THOMAS, PATRICK	I	MEMBER	A
FURLONG, THOMAS, PATRICK	I	MEMBER	A
FURLONG, THOMAS, PATRICK	I	MEMBER	A
FURLONG, THOMAS, PATRICK	I	MEMBER	A
FURLONG, THOMAS, PATRICK	I	MEMBER	A
FURLONG, THOMAS, PATRICK	I	MEMBER	A
FURLONG, THOMAS, PATRICK	I	MEMBER	A
HILL, FRANK, PHILLIP	I	MEMBER	A
HILL, FRANK, PHILLIP	I	MEMBER	A
HILL, FRANK, PHILLIP	I	MEMBER	A
HILL, FRANK, PHILLIP	I	MEMBER	A
HILL, FRANK, PHILLIP	I	MEMBER	A
HILL, FRANK, PHILLIP	I	MEMBER	A
HILL, FRANK, PHILLIP	I	MEMBER	A
HILL, FRANK, PHILLIP	I	MEMBER	A
HILL, FRANK, PHILLIP	I	MEMBER	A
HILL, FRANK, PHILLIP	I	MEMBER	A
HILL, FRANK, PHILLIP	I	MEMBER	A
HILL, FRANK, PHILLIP	I	MEMBER	A
HILL, FRANK, PHILLIP	I	MEMBER	A
HILL, FRANK, PHILLIP	I	MEMBER	A
HILL, FRANK, PHILLIP	I	MEMBER	A
HILL, FRANK, PHILLIP	I	MEMBER	A
HILL, FRANK, PHILLIP	I	MEMBER	A

Indirect Owners (Schedule B)

Name	Type	Entity	Ownership	Control
LUKINOVICH, STEPHEN, MICHAEL	I	MERITRUST HOLDINGS LLC	C	Control
LUKINOVICH, STEPHEN, MICHAEL	I	MERITRUST HOLDINGS LLC	C	Control
LUKINOVICH, STEPHEN, MICHAEL	I	MERITRUST HOLDINGS LLC	C	Control
LUKINOVICH, STEPHEN, MICHAEL	I	MERITRUST HOLDINGS LLC	C	Control
LUKINOVICH, STEPHEN, MICHAEL	I	MERITRUST HOLDINGS LLC	C	Control
LUKINOVICH, STEPHEN, MICHAEL	I	MERITRUST HOLDINGS LLC	C	Control
LUKINOVICH, STEPHEN, MICHAEL	I	MERITRUST HOLDINGS LLC	C	Control
LUKINOVICH, STEPHEN, MICHAEL	I	MERITRUST HOLDINGS LLC	C	Control
LUKINOVICH, STEPHEN, MICHAEL	I	MERITRUST HOLDINGS LLC	C	Control
LUKINOVICH, STEPHEN, MICHAEL	I	MERITRUST HOLDINGS LLC	C	Control
LUKINOVICH, STEPHEN, MICHAEL	I	MERITRUST HOLDINGS LLC	C	Control
LUKINOVICH, STEPHEN, MICHAEL	I	MERITRUST HOLDINGS LLC	C	Control
LUKINOVICH, STEPHEN, MICHAEL	I	MERITRUST HOLDINGS LLC	C	Control
LUKINOVICH, STEPHEN, MICHAEL	I	MERITRUST HOLDINGS LLC	C	Control
LUKINOVICH, STEPHEN, MICHAEL	I	MERITRUST HOLDINGS LLC	C	Control
MEDLEY, DIANE, BENNETT	I	MERITRUST HOLDINGS LLC	C	Control
MEDLEY, DIANE, BENNETT	I	MERITRUST HOLDINGS LLC	C	Control
MEDLEY, DIANE, BENNETT	I	MERITRUST HOLDINGS LLC	C	Control
MEDLEY, DIANE, BENNETT	I	MERITRUST HOLDINGS LLC	C	Control
MEDLEY, DIANE, BENNETT	I	MERITRUST HOLDINGS LLC	C	Control
MEDLEY, DIANE, BENNETT	I	MERITRUST HOLDINGS LLC	C	Control
MEDLEY, DIANE, BENNETT	I	MERITRUST HOLDINGS LLC	C	Control
MEDLEY, DIANE, BENNETT	I	MERITRUST HOLDINGS LLC	C	Control
MEDLEY, DIANE, BENNETT	I	MERITRUST HOLDINGS LLC	C	Control
MEDLEY, DIANE, BENNETT	I	MERITRUST HOLDINGS LLC	C	Control
MEDLEY, DIANE, BENNETT	I	MERITRUST HOLDINGS LLC	C	Control
MEDLEY, DIANE, BENNETT	I	MERITRUST HOLDINGS LLC	C	Control
MEDLEY, DIANE, BENNETT	I	MERITRUST HOLDINGS LLC	C	Control
MEDLEY, DIANE, BENNETT	I	MERITRUST HOLDINGS LLC	C	Control
MEDLEY, DIANE, BENNETT	I	MERITRUST HOLDINGS LLC	C	Control
MEDLEY, DIANE, BENNETT	I	MERITRUST HOLDINGS LLC	C	Control
MEDLEY, DIANE, BENNETT	I	MERITRUST HOLDINGS LLC	C	Control

Registrations

Federal

Mar 21, 2019 REGISTERED

Notice Filings (11)

AZ CA FL GA IN KY MI NY OH TX VA

Address

2600 MEIDINGER TOWER
462 SOUTH FOURTH STREET
LOUISVILLE, KY 40202
United States

Phone: 502-882-4600