CRD: 169885
Mpwm Advisory Solutions LLC
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- Custodian
- LPL Financial
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-02-2014
- Office Locations
- 6
Office Locations
About Mpwm Advisory Solutions LLC
Mayer Private Wealth is a small independent advisory firm providing personalized investment management and planning for families, retirees, and entrepreneurs, including retirement, college, estate planning, and life insurance reviews. Portfolios are built to match each client’s risk profile with frequent reviews and ongoing communication. The firm also offers white-glove private client services for ultra-high-net-worth households (>$5M), including complex lending/insurance and business sale support, and works with custodians such as Schwab and LPL.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
STEVEN JOHN MAYER
Managing Partner, Registered Representative
- CRD
- #4138239
- Ownership
- 75% or more
Evelyn Steinman Perez
Chief Compliance Officer
- CRD
- #7083932
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Laura Roesel Brannen
Wealth Manager
- CRD
- #6952546
JOHN COLE BUFF
--
- CRD
- #4932562
Prime atlas
Timber foundation
- CRD
- #78151
Showing 2 of 16 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $326,885,658 | $278,675 |
| Non-Discretionary | $0 | -- |
| Total | $326,885,658 | $278,675 |
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Separately Managed Accounts
Total SMA Asset: $326,885,658
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,648,091,143 | 26.8% |
| Equity - Exchange | $701,053,695 | 11.4% |
| Cash | $737,951,258 | 12.0% |
| Derivatives | $430,471,567 | 7.0% |
| Municipal Bonds | $1,088,478,106 | 17.7% |
| Other | $1,543,548,049 | 25.1% |
| Total | $6,149,593,818 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| INSIGHT RADIAL | EAGLE CAPITAL | 1510H0G8I | ABRWQ | 1.09% | $20,196,241 |
| ELEMENT EMBER | PIONEER RADIAL | T16MK680C | KUDQE | 11.77% | $99,294,903 |
| SIGNAL CAPITAL | ATLAS VALUE | F0ZM31K6U | WRPR | 5.29% | $107,790,175 |
| CATALYST ELEMENT ELEMENT | QUANTUM ALPHA | 8L96EK89K | CFK | 1.24% | $85,887,549 |
| QUANTUM OPTIMA BRIDGE | CREST RIDGE | OHNB5OA1L | EOYQ | 11.16% | $78,843,340 |
| HARBOR EMBER NORTH | OAK WAVE | SI187FX3V | BJZ | 10.30% | $91,469,026 |
| VERTEX EMBER EAGLE | QUANTUM QUANTUM | TP5T4O9FD | OVOCL | 8.01% | $28,743,279 |
| ELEMENT BRIDGE FOUNDATION | NORTH CAPITAL | HK9X9SF6Z | DCDXG | 9.44% | $66,726,083 |