Mwm Wealth Advisory, Llc
- Regulatory AUM
- $144M
- Discretionary
- $0
- Clients
- 204
- Avg AUM / client
- $708K
- Accounts
- 366
- Employees
- 1
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Sep 21, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 164 | $45.0M | 31.2% |
| High net worth individuals | 40 | $99.4M | 68.8% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Millerbernd Manufacturing Company Profit Sharing Plan Millerbernd Manufacturing Company | 2024 |
People (1)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Nathan David Millerbernd | Registered representative | May 2017 (9y) |
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.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Millerbernd Manufacturing Company Profit Sharing Plan | Millerbernd Manufacturing Company | 539 | $34.9M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/22/2026 | 954 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
Services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
Custody
Reported custodians
- Charles Schwab & Co. $140M (100% of AUM) May 2026
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: Sep 21, 2026.
View current Form ADV (SEC/IAPD) ↗