MPWM ADVISORY SOLUTIONS LLC
CRD #169885 SEC #801-78961 ALPHARETTA, GA 678-566-4001
SEC Registered
Total AUM
$320.5M
Discretionary
$320.4M
Employees
22
Clients
1
Accounts
653
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $320.5M | $320.4M | $168.4K | 22 | 5 |
| May 2025 | $320.5M | $320.4M | $168.4K | 20 | 5 |
| Mar 2025 | $320.5M | $320.4M | $168.4K | 20 | 5 |
| Dec 2024 | $315.7M | $315.6M | $167.7K | 19 | 5 |
| Sep 2024 | $315.7M | $315.6M | $167.7K | 19 | 5 |
| May 2024 | $315.7M | $315.6M | $167.7K | 19 | 5 |
| Mar 2024 | $315.7M | $315.6M | $167.7K | 20 | 5 |
| Mar 2024 | $315.7M | $315.6M | $167.7K | 20 | 5 |
| Nov 2023 | $192.6M | $192.5M | $164.5K | 22 | 5 |
| Oct 2023 | $192.6M | $192.5M | $164.5K | 22 | 5 |
| Oct 2023 | $192.6M | $192.5M | $164.5K | 22 | 5 |
| Sep 2023 | $192.6M | $192.5M | $164.5K | 22 | 5 |
| Sep 2023 | $192.6M | $192.5M | $164.5K | 22 | 5 |
| Sep 2023 | $192.6M | $192.5M | $164.5K | 19 | 5 |
| Aug 2023 | $192.6M | $192.5M | $164.5K | 19 | 5 |
| Mar 2023 | $192.6M | $192.5M | $164.5K | 19 | 5 |
| Mar 2023 | $192.6M | $192.5M | $164.5K | 19 | 5 |
| Nov 2022 | $218.1M | $217.9M | $202.1K | 18 | 0 |
| Oct 2022 | $218.1M | $217.9M | $202.1K | 18 | 0 |
| Mar 2022 | $218.1M | $217.9M | $202.1K | 16 | 0 |
| Feb 2022 | $170.7M | $170.5M | $216K | 16 | 0 |
| Jan 2022 | $170.7M | $170.5M | $216K | 16 | 0 |
| Dec 2021 | $170.7M | $170.5M | $216K | 15 | 0 |
| Oct 2021 | $170.7M | $170.5M | $216K | 15 | 0 |
| Aug 2021 | $170.7M | $170.5M | $216K | 15 | 0 |
| Mar 2021 | $170.7M | $170.5M | $216K | 15 | 0 |
| Jan 2021 | $124.9M | $124.7M | $218K | 15 | 0 |
| Dec 2020 | $124.9M | $124.7M | $218K | 15 | 0 |
| Nov 2020 | $124.9M | $124.7M | $218K | 15 | 0 |
| Oct 2020 | $124.9M | $124.7M | $218K | 15 | 0 |
| Oct 2020 | $124.9M | $124.7M | $218K | 15 | 0 |
| Jun 2020 | $124.9M | $124.7M | $218K | 15 | 0 |
| Mar 2020 | $124.9M | $124.7M | $218K | 15 | 0 |
| Feb 2020 | $68.8M | $68.5M | $220.2K | 10 | 0 |
| Jan 2020 | $68.8M | $68.5M | $220.2K | 9 | 0 |
| Sep 2019 | $68.8M | $68.5M | $220.2K | 8 | 0 |
| May 2019 | $68.8M | $68.5M | $220.2K | 7 | 0 |
| Apr 2019 | $68.8M | $68.5M | $220.2K | 6 | 0 |
| Mar 2019 | $68.8M | $68.5M | $220.2K | 5 | 0 |
| Mar 2019 | $64.5M | $36M | $28.5M | 5 | 1 |
| Nov 2018 | $64.5M | $36M | $28.5M | 4 | 1 |
| Aug 2018 | $64.5M | $36M | $28.5M | 3 | 1 |
| Apr 2018 | $64.5M | $36M | $28.5M | 3 | 1 |
| Feb 2018 | $64.5M | $36M | $28.5M | 3 | 1 |
| Feb 2018 | $64.5M | $36M | $28.5M | 3 | 1 |
| Feb 2018 | $64.5M | $36M | $28.5M | 3 | 1 |
| Jul 2017 | $52.7M | $27.8M | $24.9M | 3 | 26 |
| Mar 2017 | $52.7M | $27.8M | $24.9M | 3 | 26 |
| Jan 2017 | $47.6M | $22.9M | $24.7M | 3 | 101 |
| Feb 2016 | $47.6M | $22.9M | $24.7M | 3 | 101 |
| Jun 2015 | $44.7M | $19.7M | $25M | 3 | 104 |
| Feb 2015 | $269.7M | $19.7M | $250M | 3 | 104 |
| Aug 2014 | $39.6M | $15.9M | $23.7M | 3 | 0 |
| Jul 2014 | $39.6M | $15.9M | $23.7M | 3 | 0 |
| May 2014 | $0 | $0 | $0 | 3 | 0 |
| Feb 2014 | $0 | $0 | $0 | 2 | 0 |
| Jan 2014 | $0 | $0 | $0 | 2 | 0 |
| Dec 2013 | $0 | $0 | $0 | 2 | 0 |
DateDec 2025
Total AUM$320.5M
Discretionary$320.4M
Non-Disc.$168.4K
Employees22
Clients5
DateMay 2025
Total AUM$320.5M
Discretionary$320.4M
Non-Disc.$168.4K
Employees20
Clients5
DateMar 2025
Total AUM$320.5M
Discretionary$320.4M
Non-Disc.$168.4K
Employees20
Clients5
DateDec 2024
Total AUM$315.7M
Discretionary$315.6M
Non-Disc.$167.7K
Employees19
Clients5
DateSep 2024
Total AUM$315.7M
Discretionary$315.6M
Non-Disc.$167.7K
Employees19
Clients5
DateMay 2024
Total AUM$315.7M
Discretionary$315.6M
Non-Disc.$167.7K
Employees19
Clients5
DateMar 2024
Total AUM$315.7M
Discretionary$315.6M
Non-Disc.$167.7K
Employees20
Clients5
DateMar 2024
Total AUM$315.7M
Discretionary$315.6M
Non-Disc.$167.7K
Employees20
Clients5
DateNov 2023
Total AUM$192.6M
Discretionary$192.5M
Non-Disc.$164.5K
Employees22
Clients5
DateOct 2023
Total AUM$192.6M
Discretionary$192.5M
Non-Disc.$164.5K
Employees22
Clients5
DateOct 2023
Total AUM$192.6M
Discretionary$192.5M
Non-Disc.$164.5K
Employees22
Clients5
DateSep 2023
Total AUM$192.6M
Discretionary$192.5M
Non-Disc.$164.5K
Employees22
Clients5
DateSep 2023
Total AUM$192.6M
Discretionary$192.5M
Non-Disc.$164.5K
Employees22
Clients5
DateSep 2023
Total AUM$192.6M
Discretionary$192.5M
Non-Disc.$164.5K
Employees19
Clients5
DateAug 2023
Total AUM$192.6M
Discretionary$192.5M
Non-Disc.$164.5K
Employees19
Clients5
DateMar 2023
Total AUM$192.6M
Discretionary$192.5M
Non-Disc.$164.5K
Employees19
Clients5
DateMar 2023
Total AUM$192.6M
Discretionary$192.5M
Non-Disc.$164.5K
Employees19
Clients5
DateNov 2022
Total AUM$218.1M
Discretionary$217.9M
Non-Disc.$202.1K
Employees18
Clients0
DateOct 2022
Total AUM$218.1M
Discretionary$217.9M
Non-Disc.$202.1K
Employees18
Clients0
DateMar 2022
Total AUM$218.1M
Discretionary$217.9M
Non-Disc.$202.1K
Employees16
Clients0
DateFeb 2022
Total AUM$170.7M
Discretionary$170.5M
Non-Disc.$216K
Employees16
Clients0
DateJan 2022
Total AUM$170.7M
Discretionary$170.5M
Non-Disc.$216K
Employees16
Clients0
DateDec 2021
Total AUM$170.7M
Discretionary$170.5M
Non-Disc.$216K
Employees15
Clients0
DateOct 2021
Total AUM$170.7M
Discretionary$170.5M
Non-Disc.$216K
Employees15
Clients0
DateAug 2021
Total AUM$170.7M
Discretionary$170.5M
Non-Disc.$216K
Employees15
Clients0
DateMar 2021
Total AUM$170.7M
Discretionary$170.5M
Non-Disc.$216K
Employees15
Clients0
DateJan 2021
Total AUM$124.9M
Discretionary$124.7M
Non-Disc.$218K
Employees15
Clients0
DateDec 2020
Total AUM$124.9M
Discretionary$124.7M
Non-Disc.$218K
Employees15
Clients0
DateNov 2020
Total AUM$124.9M
Discretionary$124.7M
Non-Disc.$218K
Employees15
Clients0
DateOct 2020
Total AUM$124.9M
Discretionary$124.7M
Non-Disc.$218K
Employees15
Clients0
DateOct 2020
Total AUM$124.9M
Discretionary$124.7M
Non-Disc.$218K
Employees15
Clients0
DateJun 2020
Total AUM$124.9M
Discretionary$124.7M
Non-Disc.$218K
Employees15
Clients0
DateMar 2020
Total AUM$124.9M
Discretionary$124.7M
Non-Disc.$218K
Employees15
Clients0
DateFeb 2020
Total AUM$68.8M
Discretionary$68.5M
Non-Disc.$220.2K
Employees10
Clients0
DateJan 2020
Total AUM$68.8M
Discretionary$68.5M
Non-Disc.$220.2K
Employees9
Clients0
DateSep 2019
Total AUM$68.8M
Discretionary$68.5M
Non-Disc.$220.2K
Employees8
Clients0
DateMay 2019
Total AUM$68.8M
Discretionary$68.5M
Non-Disc.$220.2K
Employees7
Clients0
DateApr 2019
Total AUM$68.8M
Discretionary$68.5M
Non-Disc.$220.2K
Employees6
Clients0
DateMar 2019
Total AUM$68.8M
Discretionary$68.5M
Non-Disc.$220.2K
Employees5
Clients0
DateMar 2019
Total AUM$64.5M
Discretionary$36M
Non-Disc.$28.5M
Employees5
Clients1
DateNov 2018
Total AUM$64.5M
Discretionary$36M
Non-Disc.$28.5M
Employees4
Clients1
DateAug 2018
Total AUM$64.5M
Discretionary$36M
Non-Disc.$28.5M
Employees3
Clients1
DateApr 2018
Total AUM$64.5M
Discretionary$36M
Non-Disc.$28.5M
Employees3
Clients1
DateFeb 2018
Total AUM$64.5M
Discretionary$36M
Non-Disc.$28.5M
Employees3
Clients1
DateFeb 2018
Total AUM$64.5M
Discretionary$36M
Non-Disc.$28.5M
Employees3
Clients1
DateFeb 2018
Total AUM$64.5M
Discretionary$36M
Non-Disc.$28.5M
Employees3
Clients1
DateJul 2017
Total AUM$52.7M
Discretionary$27.8M
Non-Disc.$24.9M
Employees3
Clients26
DateMar 2017
Total AUM$52.7M
Discretionary$27.8M
Non-Disc.$24.9M
Employees3
Clients26
DateJan 2017
Total AUM$47.6M
Discretionary$22.9M
Non-Disc.$24.7M
Employees3
Clients101
DateFeb 2016
Total AUM$47.6M
Discretionary$22.9M
Non-Disc.$24.7M
Employees3
Clients101
DateJun 2015
Total AUM$44.7M
Discretionary$19.7M
Non-Disc.$25M
Employees3
Clients104
DateFeb 2015
Total AUM$269.7M
Discretionary$19.7M
Non-Disc.$250M
Employees3
Clients104
DateAug 2014
Total AUM$39.6M
Discretionary$15.9M
Non-Disc.$23.7M
Employees3
Clients0
DateJul 2014
Total AUM$39.6M
Discretionary$15.9M
Non-Disc.$23.7M
Employees3
Clients0
DateMay 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateFeb 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateJan 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateDec 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0