MWM WEALTH ADVISORY, LLC
CRD #287705 SEC #801-132301 PLYMOUTH, MN 763-478-9934
SEC Registered
Total AUM
$119.1M
Discretionary
$0
Employees
1
Clients
--
Accounts
361
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $119.1M | $0 | $119.1M | 1 | 1 |
| Mar 2025 | $119.1M | $0 | $119.1M | 1 | 1 |
| Feb 2025 | $119.1M | $0 | $119.1M | 1 | 1 |
DateApr 2025
Total AUM$119.1M
Discretionary$0
Non-Disc.$119.1M
Employees1
Clients1
DateMar 2025
Total AUM$119.1M
Discretionary$0
Non-Disc.$119.1M
Employees1
Clients1
DateFeb 2025
Total AUM$119.1M
Discretionary$0
Non-Disc.$119.1M
Employees1
Clients1