Mpwm Advisory Solutions Llc
- Regulatory AUM
- $327M
- Discretionary
- $327M
- Clients
- 589
- Avg AUM / client
- $555K
- Accounts
- 1,173
- Employees
- 20
AUM over time
Annual snapshots from Form ADV filings · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 497 | $129M | 39.4% |
| High net worth individuals | 76 | $181M | 55.5% |
| Pension and profit sharing plans | 10 | $14.2M | 4.35% |
| Charitable organizations | 3 | $2.6M | 0.78% |
| Corporations and other businesses | 3 | $82.6K | 0.03% |
People (16)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Steven John Mayer | Managing Partner | Nov 2013 (13y) | 75% or more | |
| Evelyn Steinman Perez | Chief Compliance Officer | Nov 2022 (4y) | Less than 5% | |
| Troy Howell Hutchinson | Registered representative | Feb 2019 (7y) | ||
| Steven Laurence Dougherty | Registered representative | Apr 2019 (7y) | ||
| Brian Ashley Mullins | Registered representative | Jan 2021 (6y) | ||
| Derek Maurice Lawson | Registered representative | CFP | Apr 2021 (5y) | |
| Robert Jay Miller | Registered representative | Nov 2021 (5y) | ||
| Ginette Mayer | Registered representative | Dec 2022 (4y) | ||
| Ryan Myrick | Registered representative | Aug 2023 (3y) | ||
| Tiffany Aymond Keefe | Registered representative | Sep 2023 (3y) | ||
| John Cole Buff | Registered representative | Sep 2023 (3y) | ||
| Laura Roesel Brannen | Registered representative | Nov 2023 (3y) | ||
| Philip John Petersen | Registered representative | Jul 2024 (2y) | ||
| Wes Peterson | Registered representative | Apr 2025 (1y) | ||
| Adam Ross Levy | Registered representative | Dec 2025 (1y) | ||
| Patrick Allan Thomas | Registered representative | May 2026 (0y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 1010 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- LPL Financial $191M (58% of AUM) Mar 2026
- Assetmark Brokerage, Llc $40.0M (13% of AUM) Mar 2024
- Charles Schwab & Co. $2.0M (1% of AUM) Mar 2025
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗