MWM Wealth Advisory

MWM Wealth Advisory, LLC is an SEC-registered investment adviser in Plymouth, MN, registered since 2025. The firm manages approximately $140 million in...

MWM Wealth Advisory

MWM Wealth Advisory, LLC is an SEC-registered investment adviser in Plymouth, MN, registered since 2025. The firm manages approximately $140 million in regulatory assets. It has 1 employee and 1 investment adviser.

linkedin.com/company/nate-millerbernd-5011437

General information

Firm type

Multi Family Office

What is MWM Wealth Advisory?

MWM Wealth Advisory is a multi family office tracked on Altss.

What does Altss track for MWM Wealth Advisory?

Altss maintains an OSINT-verified profile of MWM Wealth Advisory covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.

What type of firm is MWM Wealth Advisory?

MWM Wealth Advisory is classified by Altss as a Multi Family Office.

How does Altss source intelligence on MWM Wealth Advisory?

Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.

When was MWM Wealth Advisory's Altss profile last updated?

MWM Wealth Advisory's profile on Altss was last refreshed on July 6, 2026. Continuous updates are applied as new public information is verified.

Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: Jul 6, 2026. Continuous refresh with full update cycles at least every 30 days.