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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Minnesota
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 9, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| MILLERBERND, NATHAN, DAVID | I | CHIEF COMPLIANCE OFFICER/ MANAGING MEMBER | E | Control |
| MILLERBERND, NATHAN, DAVID | I | CHIEF COMPLIANCE OFFICER/ MANAGING MEMBER | E | Control |
| MILLERBERND, NATHAN, DAVID | I | CHIEF COMPLIANCE OFFICER/ MANAGING MEMBER | E | Control |
Registrations
Federal
IA
Apr 9, 2025 REGISTERED
Notice Filings (2)
MN TX
Address
18200 45TH AVE NORTHSUITE 100A
PLYMOUTH, MN 55446
United States
Phone: 763-478-9934