8000 Avalon Blvd
Suite 100
Alpharetta, Georgia 30009
Tel: 678-566-4001
MPWM ADVISORY SOLUTIONS LLC, formally registered with the SEC as MPWM ADVISORY SOLUTIONS LLC. The firm was established in 01/02/2014. They have over 9 offices throughout the country.
MPWM ADVISORY SOLUTIONS LLC is a Alpharetta, Georgia based Financial Planning firm with nearly $315,719,294 assets under management, offering retirement planning & investment advisory services to 779 clients. The firm is staffed with 19 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 169885 |
SEC# | 801-78961 |
Assets Managed by Firm | $315,719,294 |
No. of Clients | 779 |
No. of Advisors | 19 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 779 | $315,719,294 |
Individuals (other than high net worth individuals) | 706 | $167,058,177 |
High net worth individuals | 68 | $144,849,331 |
Corporations or other businesses | 5 | $3,811,786 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$746,325,416,693 | 38517 | 2895 | |
$61,369,856,545 | 124201 | 2105 | |
$35,289,452,223 | 7542 | 44 | |
$33,827,869,628 | 39 | 879 | |
$33,178,196,876 | 12286 | 28 |
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