Managing Partner · Mpwm Advisory Solutions LLC
Steven J. Mayer
CRD 4138239 · Named on Form ADV at one SEC-registered adviser
At a glance
Mpwm Advisory Solutions LLC, an SEC-registered wealth manager based in Alpharetta, GA with $327 million in regulatory assets, lists Steven J. Mayer on its Form ADV as Managing Partner, a control person.
Firms and roles
- Mpwm Advisory Solutions LLCManaging PartnerWealth manager · Alpharetta, GA · $327M in regulatory assets
AtlasMembers
Steven’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
- Locked
- 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.
Colleagues named on the same filings
- Evelyn S. PerezChief Compliance Officer, Mpwm Advisory Solutions LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Steven’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.