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- Custodian
- Charles Schwab & Company · TD Ameritrade · Voya Financial
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-05-2017
- Office Locations
- 1
Office Locations
About MWM Wealth Advisory, LLC
Millerbernd Wealth Management (MWM Wealth Advisory, LLC) is a Plymouth, MN fiduciary RIA providing investment management and strategic wealth planning, offering both full-service planning and investment-only mandates. The firm emphasizes an unbiased, transparent, personalized approach and commonly builds portfolios using ETFs and public funds. Works with retail clients, including entrepreneurs, with custody support through providers such as Schwab.
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Owner & Executives
NATHAN DAVID MILLERBERND
Chief Compliance Officer, Managing Member, Owner
- CRD
- #4016340
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $140,287,000 | $385,404 |
| Total | $140,287,000 | $385,404 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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