MPWM Advisory Solutions provides financial planning, portfolio management for individuals and small businesses, and selecting other managers. Financial planning was provided to 1–10 clients last fiscal year.
MPWM Advisory Solutions reports 589 clients. They include 497 individual clients, 76 high-net-worth individuals, and 10 pension and profit-sharing plans. Of its assets, 100.0% ($327M across 1,173 accounts) are managed with discretion. A wrap fee program the firm both sponsors and manages holds $327M. It advised 5 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 84% | 39% |
| High-net-worth individuals | 13% | 55% |
| Pension and profit-sharing plans | 2% | 4% |
| Charitable organizations | <1% | <1% |
| Corporations and other businesses | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 497 | $129M | 39.4% | $259K |
| High-net-worth individuals | 76 | $181M | 55.5% | $2.39M |
| Pension and profit-sharing plans | 10 | $14.2M | 4.3% | $1.42M |
| Charitable organizations | Fewer than 5 | $2.56M | 0.8% | $853K |
| Corporations and other businesses | Fewer than 5 | $82.6K | 0.0% | $27.5K |
| Total | 589 | $327M | 100% | — |
- Clients
- 497
- Regulatory AUM
- $129M
- AUM share
- 39.4%
- Avg. per client
- $259K
- Clients
- 76
- Regulatory AUM
- $181M
- AUM share
- 55.5%
- Avg. per client
- $2.39M
- Clients
- 10
- Regulatory AUM
- $14.2M
- AUM share
- 4.3%
- Avg. per client
- $1.42M
- Clients
- Fewer than 5
- Regulatory AUM
- $2.56M
- AUM share
- 0.8%
- Avg. per client
- $853K
- Clients
- Fewer than 5
- Regulatory AUM
- $82.6K
- AUM share
- 0.0%
- Avg. per client
- $27.5K
Total
- Clients
- 589
- Regulatory AUM
- $327M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 5
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
MPWM Advisory Solutions charges up to 2.25% a year for its Investment Management Services. The fee is billed in advance and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning Services
- One-time financial planning is billed hourly or as a fixed fee, negotiable, and may be invoiced up to 100% on signing.
Steven Mayer owns 75% or more of MPWM Advisory Solutions. The leadership team of MPWM Advisory Solutions includes Chief Compliance Officer Evelyn Perez. It has 20 employees, 12 of them in advisory roles.
Leadership
- Evelyn PerezChief Compliance Officer
- Steven MayerManaging Partner
Investment adviser representatives
15 representatives listed in the SEC register as of 9 October 2026.
- Laura Roesel Brannen
- John Cole Buff
- Steven Laurence Dougherty
- Troy Howell Hutchinson III
- Tiffany Aymond Keefe
- Derek Maurice Lawson
- Adam Ross Levy
- Ginette Mayer
- Steven John Mayer
- Robert Jay Miller
- Brian Ashley Mullins
- Ryan Myrick
- Evelyn Steinman Perez
- Philip John Petersen
- Wes Peterson
Staff
- 20 employees
- 12 in advisory functions
- 12 state-registered reps
- 12 broker-dealer reps
- 3 soliciting firms
- Owns 75% or more of MPWM Advisory Solutions LLC
Steven Mayer
Control person · since November 2013
MPWM Advisory Solutions’ regulatory assets grew 1.9× from $171M (March 2021) to $327M (March 2026); clients rose from 326 to 589 and employees from 15 to 20.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $327M | 589 | 20 | 8 |
| May 2025 | $321M | 667 | 20 | 7 |
| May 2024 | $316M | 779 | 19 | 9 |
| August 2023 | $193M | 490 | 19 | 5 |
| March 2022 | $218M | 488 | 16 | 5 |
| March 2021 | $171M | 326 | 15 | 3 |
Besides its headquarters, MPWM Advisory Solutions has 7 offices, with 8 listed addresses across 4 states.
Georgia · 3 listed addresses
- 8000 Avalon BLVD, Suite 100, AlpharettaHQ
- 904 Bombay Lane, Roswell
- 124 Savannah Avenue, Statesboro
New York · 3 listed addresses
- 300 Great Oaks BLVD, Ste 300, Albany
- 112 W. 34th Street Suite 18057, New York
- 1385 York Ave. #27a, New York
Tennessee · 1 listed address
- 300 Tyler RD., Oak Ridge
Wisconsin · 1 listed address
- 3449 Lawrenceville Suwanee RD, Suwanee
Other business names
MPWM Advisory Solutions has reported 7 other business names to the SEC.
- Capstone Benefits Advisors
- Capstone Financial Advisors
- Mayer Private Wealth Management
- Momentum Wealth Advisors
- Mullins Wealth Management
- Navigate Divorce Planning
- Navigate Financial
Contact and registration details
- Legal name
- MPWM Advisory Solutions LLC
- Headquarters
- 8000 Avalon BLVD, Suite 100, Alpharetta, GA 30009
- Phone
- 678-566-4001
- SEC file
- 801-78961
- Structure
- Georgia LLC
- Fiscal year end
- December
MPWM Advisory Solutions uses LPL Financial ($191M) as custodian for its separately managed accounts. MPWM Advisory Solutions has custody of $113M in client assets for 84 clients.
- LPL FinancialLPL Financial LLC · Boston, MA · $191M100%
At year end, MPWM Advisory Solutions’ separately managed accounts were mostly in funds (82%). Its reported 13F holdings for the quarter ended 30 June 2026 total $218M across 571 positions; the largest are State Street (16.7%), State Street (9.3%) and Invesco Qqq (5.0%).
What the accounts hold
- Stocks7%
- Funds82%
- Bonds1%
- Cash5%
- Other5%
- Derivatives4%
- Variable annuities1%
Reported 13F holdings
- $218M
- Reported 13F value
- 571
- Positions
- 50.6%
- In the 10 largest
- —
- Value vs. prior quarter
- State Street · MF Closed And MF Open16.7%
- State Street · MF Closed And MF Open9.3%
- Invesco Qqq · MF Closed And MF Open5.0%
- State Street · MF Closed And MF Open4.3%
- iShares Russell · MF Closed And MF Open3.4%
- First Trust · MF Closed And MF Open2.9%
- Vaneck Clo · MF Closed And MF Open2.5%
- Invesco Nasdaq · MF Closed And MF Open2.4%
- Dimensional US · MF Closed And MF Open2.1%
- State Street · MF Closed And MF Open2.0%
Together, the ten largest are 50.6% of reported value.
How many clients does MPWM Advisory Solutions have?
MPWM Advisory Solutions has 589 clients and manages $327 million for them, as of March 2026. They include 497 individual clients, 76 high-net-worth individuals, and 10 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 30 March 2026
What services does MPWM Advisory Solutions offer?
MPWM Advisory Solutions provides financial planning, portfolio management for individuals and small businesses, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does MPWM Advisory Solutions charge?
MPWM Advisory Solutions charges up to 2.25% a year for its Investment Management Services. The fee is billed in advance and is negotiable.
Which custodians does MPWM Advisory Solutions use?
MPWM Advisory Solutions’ separately managed account assets are held at LPL Financial LLC (Boston, MA), with $191M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 March 2026
How many financial advisors does MPWM Advisory Solutions have?
MPWM Advisory Solutions has 12 investment adviser representatives registered with state securities authorities, out of 20 employees, and 12 perform investment advisory functions. 12 employees are registered representatives of a broker-dealer and 0 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does MPWM Advisory Solutions invest in?
At the end of its last fiscal year, MPWM Advisory Solutions’ separately managed accounts held 82% registered funds (mutual funds, ETFs, BDCs), 7% exchange-traded equities, 5% cash and equivalents, 4% derivatives, 1% state and local bonds and 1% other. The 1% other category is described as: Variable Annuities.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns MPWM Advisory Solutions?
MPWM Advisory Solutions’ direct owner is Steven Mayer (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 30 March 2026
How does MPWM Advisory Solutions get paid?
MPWM Advisory Solutions is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is MPWM Advisory Solutions registered with the SEC?
Yes, MPWM Advisory Solutions has been registered with the SEC as an investment adviser since 2 January 2014. Its CRD number is 169885 and its SEC file number is 801-78961.
Source: Form ADV Part 1A, Item 1, filed 30 March 2026; IAPD firm record
How do I contact MPWM Advisory Solutions?
MPWM Advisory Solutions’ main office is at 8000 Avalon BLVD, Suite 100, Alpharetta, GA 30009. Its phone number is 678-566-4001. Its website is mayerprivatewealthmanagement.com.