# MWM Wealth Advisory

MWM Wealth Advisory is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/nate-millerbernd-5011437

## Regulatory record

- **CRD number:** 287705
- **SEC file number:** 801-132301
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/287705

## About

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.

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- [Seven North Capital](https://altss.com/profile/seven-north-capital-llc)
- [Nucleo Capital Ltda](https://altss.com/profile/nucleo-capital-ltda)

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Last updated: 2026-07-06T01:24:21.796Z

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