MWM WEALTH ADVISORY

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

1,459

Total plan assets

$94.5M

Filings (rows)

Direct comp

$259K

Indirect comp

SERVICES PROVIDED

Advisor / Consultant3

Top plans served

All 3 plans

Sponsor / Plan	Location	Service	Participants	Assets	Direct comp
MILLERBERND MANUFACTURING COMPANY MILLERBERND MANUFACTURING COMPANY PROFIT SHARING PLAN	WINSTED, MN	Advisor / Consultant RIA	539	$34.9M	$85K
MILLERBERND MANUFACTURING COMPANY MILLERBERND MANUFACTURING COMPANY PROFIT SHARING PLAN	WINSTED, MN	Advisor / Consultant RIA	473	$32.3M	$90K
MILLERBERND MANUFACTURING COMPANY