Mpwm Advisory Solutions LLC
Firm details
- Headquarters
- Alpharetta, Georgia
- CRD number
- 169885
- Registered since
- January 2, 2014
- Custodians
- LPL FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI55.48%
- Individuals39.36%
- Pension & Profit Sharing Plans4.35%
- Charitable Organizations0.78%
- Corporations / Businesses0.03%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Mpwm Advisory Solutions LLC is an independent registered investment adviser established in 2014 and organized as an LLC with individual ownership. The firm serves both individuals/families and institutional clients and provides financial planning, discretionary portfolio management for individuals and small businesses, and selection of outside advisers. Mpwm acts as a capital allocator, incorporating third‑party managers into client programs. Its fee arrangements include percentage-of-AUM billing as well as hourly and fixed fees. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds82%
- Exchange Traded Equities7%
- Cash & Cash Equivalents5%
- Derivatives4%
- State & Local Bonds1%
Owners & executives
1 of 1
Troy Hutchinson
Founder and CEOCRD 2209515
Contacts
3 of 14
Laura Brannen
Wealth ManagerCRD 6952546
Derek Lawson
Financial Advisor / PresidentCRD 5400604
Evelyn Perez
Compliance AnalystCRD 7083932
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 359Active vs passive
$259M in ETFs
83%
$215M
15%
$44.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $36.5M | 48,890 | 14.10% |
Location
Alpharetta, GA
Fulton
Location
Alpharetta, GA
Headquartered in Alpharetta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- Fulton
- Address
- 8000 Avalon Blvd
- Time zone
- ET (UTC-5)
- Office locations
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