Mw Advisory Llc
SEC-registered
Insurance-Affiliated · Small ($100M–$1B)
CRD 338634
· SEC file 801-134599
· Atlanta, GA
· WWW.MWADVISORY.COM
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ADV data as of Jun 12, 2026
- Regulatory AUM
- $161M
- Discretionary
- $161M
- Clients
- 116
- Avg AUM / client
- $1.4M
- Accounts
- 116
- Employees
- 9
AUM over time
$0
$161M
Sep 2025
Jun 2026
Annual snapshots from Form ADV filings · as of Jun 12, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 8 | $1.1M | 0.66% |
| High net worth individuals | 100 | $115M | 71.4% |
| Corporations and other businesses | 8 | $45.0M | 28.0% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Bradley Garrett Martin | Registered representative | Dec 2025 (1y) | ||
| Hannah June Thompson | Registered representative | CFP | Feb 2026 (0y) | |
| Hugh Sylvanus Merkel | Registered representative | CFA | Feb 2026 (0y) | |
| Margaret Champagne Wright | Registered representative | CFA | Feb 2026 (0y) | |
| Jennifer Scott Friberg | Registered representative | CFA | May 2026 (0y) | |
| Margaret F Sims | Registered representative | CFP | Jun 2026 (0y) |
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) | 06/12/2026 | 1.09 MB | 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
- • Other fees
- • CONSULTING
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Folio Investments, Inc. $156M (97% of AUM) Jun 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: Jun 12, 2026.
View current Form ADV (SEC/IAPD) ↗