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Mwm Investment Consulting, LLC (Naples)


Mwm Investment Consulting, LLC is an adviser based in Naples. It manages $58.31 million of regulatory assets for 42 client accounts. It has been registered with the SEC as an adviser since 2009.

Mwm Investment Consulting provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Mwm Investment Consulting: assets under management

The assets under management (AUM) of Mwm Investment Consulting, LLC is $58.31 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 35% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $58.31 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.39 million each.
Mwm Investment Consulting has custody of $1 million in cash and securities for 1 client in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Mwm Investment Consulting, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Naples

The principal office where Mwm Investment Consulting, LLC performs its advisory services is located at 2390 Tamiami Trail N., Naples, FL 34103, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 239-430-0738 or by fax 239-430-0749. The normal business hours are 8:00 am to 5:30 pm on Monday - Friday.


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