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Chief Compliance Officer/ Managing Member · MWM Wealth Advisory, LLC

Nathan D. Millerbernd

CRD 4016340 · Named on Form ADV at one SEC-registered adviser

At a glance

MWM Wealth Advisory, LLC, an SEC-registered wealth manager based in Plymouth, MN with $144 million in regulatory assets, lists Nathan D. Millerbernd on its Form ADV as Chief Compliance Officer/ Managing Member, a control person.

Firms and roles

  • MWM Wealth Advisory, LLCChief Compliance Officer/ Managing MemberWealth manager · Plymouth, MN · $144M in regulatory assets

AtlasMembers

Nathan’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Nathan’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.