Mwm Wealth Advisory, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Plymouth, MN. Its latest Form ADV filing, dated February 9, 2026, reports $130M in regulatory assets under management, 1 employee, and 358 accounts.
Assets Under Management
$140M
Employees
1
Offices
--
Total Clients
202
Primary office
PLYMOUTH, MN
18200 45TH AVE NORTH, SUITE 100A, PLYMOUTH, MN, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 80.2% of total clients.
Top client categories% of clientsClients
1
Individuals
80.2%
162
2
HNWI
19.8%
40
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$140Mas of May 22, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$140M
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$140M
Total Accounts364
10Y AUM Change+$21M (+17.8%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee202:1
10Y Employee Change0 (0.0%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.