{
  "crd_number": 169885,
  "slug": "mpwm-advisory-solutions-llc-alpharetta-ga-169885",
  "primary_business_name": "MPWM ADVISORY SOLUTIONS LLC",
  "legal_name": "MPWM ADVISORY SOLUTIONS LLC",
  "dbas": [
    "CAPSTONE BENEFITS ADVISORS",
    "CAPSTONE FINANCIAL ADVISORS",
    "MAYER PRIVATE WEALTH MANAGEMENT",
    "MOMENTUM WEALTH ADVISORS",
    "MULLINS WEALTH MANAGEMENT",
    "NAVIGATE DIVORCE PLANNING",
    "NAVIGATE FINANCIAL"
  ],
  "city": "Alpharetta",
  "state": "GA",
  "country": "United States",
  "cbsa_code": "12060",
  "metro": {
    "cbsa_code": "12060",
    "common_name": "Atlanta",
    "msa_name": "Atlanta-Sandy Springs-Roswell, GA",
    "path": "/advisors/ga/atlanta"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2014-01-02",
  "years_registered": 12,
  "period": "2026-10-01",
  "filing_date": "2026-03-30",
  "carried_forward": false,
  "raum_total": 326885658.0,
  "raum_discretionary": 326885658.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 20,
  "advisory_employees": 12,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0
    },
    "charitable": {
      "raum": 2557894.0,
      "count": 3,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 128677364.0,
      "count": 497
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 14214093.0,
      "count": 10
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 181353753.0,
      "count": 76
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 82554.0,
      "count": 3,
      "fewer_than_5": true
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AL",
    "CO",
    "FL",
    "GA",
    "IL",
    "LA",
    "MA",
    "NC",
    "NH",
    "NJ",
    "NY",
    "SC",
    "TN",
    "TX"
  ],
  "websites": [
    "https://capstonebenefitsadvisors.com",
    "https://facebook.com/MAYERPWM",
    "https://facebook.com/Mullins-Wealth-Management-103595804771364",
    "https://facebook.com/capstonefinancialadvisors",
    "https://mayerprivatewealthmanagement.com",
    "https://momentumwealthadvisors.com",
    "https://navigatefinancialllc.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/169885",
  "city_as_filed": "ALPHARETTA",
  "url": "https://advisorcensus.com/firm/mpwm-advisory-solutions-llc-alpharetta-ga-169885",
  "display_name": "MPWM Advisory Solutions LLC",
  "summary": "MPWM Advisory Solutions LLC is an SEC-registered investment advisory firm in Alpharetta, GA, registered since 2014, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.",
  "citation": "AdvisorCensus. MPWM Advisory Solutions LLC (CRD 169885): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is MPWM Advisory Solutions LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), MPWM Advisory Solutions LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does MPWM Advisory Solutions LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated March 30, 2026 states: Asset-based fee: 0.25% to 0.75% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is MPWM Advisory Solutions LLC located?",
      "a": "MPWM Advisory Solutions LLC's principal office is in Alpharetta, GA, according to its Form ADV; the April 2026 filing also lists 6 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is MPWM Advisory Solutions LLC registered with the SEC or a state?",
      "a": "MPWM Advisory Solutions LLC is an SEC-registered investment advisory firm, registered since 2014. Status as filed: Approved. CRD 169885."
    },
    {
      "q": "How much does MPWM Advisory Solutions LLC manage?",
      "a": "MPWM Advisory Solutions LLC reports $326,885,658 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary)."
    },
    {
      "q": "How have MPWM Advisory Solutions LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for MPWM Advisory Solutions LLC: Regulatory assets under management: $170,733,000 in the October 2021 data and $326,885,658 in the October 2026 data, up 91%. Total employees: 15 in October 2021 and 20 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does MPWM Advisory Solutions LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (497); high net worth individuals (76); pension and profit sharing plans (but not the plan participants or government pension plans) (10)."
    },
    {
      "q": "Which custodians does MPWM Advisory Solutions LLC use?",
      "a": "MPWM Advisory Solutions LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists LPL Financial LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does MPWM Advisory Solutions LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/169885"
    },
    {
      "q": "What changed in MPWM Advisory Solutions LLC's recent Form ADV filings?",
      "a": "In the March 2026 filing data: No longer lists the business name Manhattan Wealth Management Group. Added the business name Momentum Wealth Advisors. Employees performing advisory functions went from 13 to 12. Changed its office addresses in New York, NY."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 170733000.0,
      "total_employees": 15,
      "filing_date": "2021-08-25"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 218131821.0,
      "total_employees": 16,
      "filing_date": "2022-03-17"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 192620373.0,
      "total_employees": 22,
      "filing_date": "2023-10-03"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 315719294.0,
      "total_employees": 19,
      "filing_date": "2024-09-30"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 320546673.0,
      "total_employees": 20,
      "filing_date": "2025-05-14"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 326885658.0,
      "total_employees": 20,
      "filing_date": "2026-03-30"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "No longer lists the business name Manhattan Wealth Management Group.",
        "Added the business name Momentum Wealth Advisors.",
        "Employees performing advisory functions went from 13 to 12.",
        "Changed its office addresses in New York, NY."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "Added an office in New York, NY.",
        "No longer lists an office in Alpharetta, GA."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 30, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": "0.25% to 0.75% a year",
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 0.25% to 0.75% a year (a range, as the brochure states it)"
        ],
        "quotes": [
          "Fees are based on the market value of assets in the Plan at the end of the prior calendar quarter. Fees range from 0.25% to 0.75% annually and may be negotiable depending on the size and complexity of the Plan."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": [
        0.25,
        0.75
      ],
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "Fees are based on the market value of assets in the Plan at the end of the prior calendar quarter. Fees range from 0.25% to 0.75% annually and may be negotiable depending on the size and complexity of the Plan."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "LPL Financial LLC",
      "name_as_filed": "LPL FINANCIAL LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/mpwm-advisory-solutions-llc-alpharetta-ga-169885.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 497,
      "fewer_than_5": false,
      "raum": 128677364.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 76,
      "fewer_than_5": false,
      "raum": 181353753.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 10,
      "fewer_than_5": false,
      "raum": 14214093.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 3,
      "fewer_than_5": true,
      "raum": 2557894.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 3,
      "fewer_than_5": true,
      "raum": 82554.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/169885",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}