MWM Wealth Advisory is an investment management firm that offers non-discretionary asset management services through a bundled fee program. They also provide services to retirement plans, acting as an advisor to plan sponsors. MWM does not act as a custodian of client assets. Investment Advisor Representatives may offer insurance and annuity services for a fee.
Assets Under Management$130M
Clients200
Advisors1
Avg. per Client$650K
Avg. per Advisor$130M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
MWM Wealth Advisory offers investment management services through a bundled fee program. The client pays one fee to MWM which includes MWM’s Management Fee and the transaction costs associated with the transactions. Details for these services are detailed in Form ADV2A, Appendix 1.
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