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

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Millerbernd Manufacturing Company Millerbernd Manufacturing Company Profit Sharing Plan · all filings	WINSTED, MN	Advisor / Consultant	539	$34.9M	$85K	$0
Millerbernd Manufacturing Company Millerbernd Manufacturing Company Profit Sharing Plan · all filings	WINSTED, MN	Advisor / Consultant	473	$32.3M	$90K	$0
Millerbernd Manufacturing Company Millerbernd Manufacturing Company Profit Sharing Plan · all filings	WINSTED, MN	Advisor / Consultant	447	$27.2M	$84K	$0