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MPWM ADVISORY SOLUTIONS LLC

UUID166b5432-62a4-5591-bf6a-c24c1d0b9977
TypeASSET_MANAGER
Status
Created2025-10-23 02:23:52
Updated2025-10-23 02:23:52

Available Loaders

Identifiers

AuthorityIdentifierDisplayAs OfConfidence
adv_crd 169885 169885 1.0
cik 0002056693 2056693
sec_file_number 801-78961 801-78961

Profile

Websitehttps://www.facebook.com/capstonefinancialadvisors/
HQ CityALPHARETTA
HQ StateGA
HQ CountryUnited States
AUM (USD)
AUM As OfNone

ADV Metrics

Assets & Accounts

  • RAUM (total)320,546,673.0
  • RAUM (discretionary)320,378,286.0
  • Actionable assets173,969,812.0
  • Accounts653.0

Institutional Clients

  • Government AUM0.0
  • Pension AUM
  • Charitable AUM2,409,462.0
  • HNW AUM170,485,194.0

As of 2025-05-14 00:00:00 • Source ia09022025.xlsx

People

NameTitleRoleEmailEvidence
No people recorded.

Outbound Affiliations

RelationOrganizationLast UpdatedEvidence
No outbound affiliations.

Inbound Affiliations

RelationOrganizationLast UpdatedEvidence
No inbound affiliations.

Evidence

No evidence recorded for this organization yet.