SourcingSourcing

MW ADVISORY LLC

C39
CRD 338634·SEC 801-134599·ATLANTA, GA
AUM
$160.7M
$100M-$500M
Est. Revenue
$1.6M
@ 1% on AUM
Est. EBITDA
$482K
@ 30% margin
Est. Deal Value
$3.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
MW ADVISORY LLC
CRD
338634
SEC file #
801-134599
EIN
—
DBA names
Martinwright Advisory, Llc

Economics

AUM
$160.7M
AUM band
$100M-$500M
AUM trajectory
—
Client mix
Individuals High Net Worth100
Individuals Other8
Corporations8

Operations

Employees (total)
9
Advisory staff (per ADV)
5
Advisory staff (5-yr trend)
'25'26
4 advisors → 5 advisors▲ +25%
Primary office
ATLANTA GA
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businesses
Fee basis
% of AUMOther Compensation

Filings

Latest ADV filing
04/01/2026
ADV-W filed at
—
Website
mwadvisory.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
Martin, Bradley, Garrett
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
Martin, Bradley, Garrett
WRIGHT, MARGARET, CHAMPAGNE
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
MWADVISORY.COM
Rdap Domain Creation Date
2010-07-19T14:54:15Z
Rdap Firm Age Years
16
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.5709
Soi Zip Pct 200k Plus
0.4406
Soi Zip Returns 200k Plus
4,970
Soi Zip Total AGI
7,684,358
Fdic Zip Total Deposits
24,304,026,000
Fdic Zip Branch Count
273
Fdic Zip Top Banks
SunTrust Bank
Wells Fargo Bank, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (24)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
5
Bc Firm IAR Count
5
Custodian Candidates
Full
E*trade4
Goldman Sachs2
Folio Institutional1
Fdic Zip Branches Raw
Wachovia Bank of Georgia, National AssociationFulton County, GA
Wachovia Bank of Georgia, National AssociationAtlanta, GA
Fdic Zip HHI
1074.07
Fdic Zip Top Bank Share Pct
18.96
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-07-19T14:54:15Z
Rdap Domain Last Changed
2025-09-22T17:10:59Z
Rdap Nameservers
Ns55.domaincontrol.comNs56.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI20,661
Returns2,050
Stub 2
AGI37,803
Returns1,020
Stub 3
AGI62,292
Returns1,000
Soi Zip Total Business Income
178,663
Soi Zip Total Cap Gains
1,933,222
Soi Zip Total Dividends
617,958
Soi Zip Total Returns
11,280
Top Owner CRD
5362568
Trust Company Affiliate
No

People (6)

6
Martin, Bradley, Garrett
IAR · Direct Owner · 62.5%
5362568
WRIGHT, MARGARET, CHAMPAGNE
IAR · Direct Owner · 62.5%
6653692
BRADLEY RICHARD STARK
Executive Officer · 2.5%
4094102
HANNAH JUNE THOMPSON
IAR
7127900
Hugh Sylvanus Merkel
IAR
5319854
Jennifer Scott Friberg
IAR
6739607