MPWM ADVISORY SOLUTIONS LLC
C30
CRD 169885·SEC 801-78961·ALPHARETTA, GA
AUM
$326.9M
$100M-$500M
Est. Revenue
$3.3M
@ 1% on AUM
Est. EBITDA
$981K
@ 30% margin
Est. Deal Value
$7.8M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $68.8M
'21 · $124.9M
'22 · $170.7M
'23 · $218.1M
'25 · $320.5M
'26 · $326.9M
'20'26
$68.8M → $326.9M▲ +375%
Client mix
| Individuals Other | 497 |
| Individuals High Net Worth | 76 |
| Pension Profit Sharing Plans | 10 |
| Charitable Organizations | 3 |
| Corporations | 3 |
Operations
Advisory staff (5-yr trend)
'20 · 8 advisors
'21 · 7 advisors
'22 · 9 advisors
'23 · 9 advisors
'25 · 13 advisors
'26 · 12 advisors
'20'26
8 advisors → 12 advisors▲ +50%
Branches
—
Custodian & Brokerage
Filings
ADV-W filed at
—
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (12)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
8000 AVALON BLVD., STE 100ALPHARETTA, GA 30009
Business
8000 AVALON BLVD., STE 100ALPHARETTA, GA 30009
Edgar Recent Filings
13F-HR2026-05-13 · 0002056693-26-000002
13F-HR2026-02-17 · 0002056693-26-000001