{"url":"https://nivawealth.com/firms/mpwm-advisory-solutions-169885","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/169885","regulatoryAum":326885658,"crd":"169885","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"6952546","suffix":null,"lastName":"Brannen","firstName":"Laura","middleName":"Roesel"},{"crd":"4932562","suffix":null,"lastName":"BUFF","firstName":"JOHN","middleName":"COLE"},{"crd":"7034396","suffix":null,"lastName":"DOUGHERTY","firstName":"STEVEN","middleName":"LAURENCE"},{"crd":"2209515","suffix":"III","lastName":"HUTCHINSON","firstName":"TROY","middleName":"HOWELL"},{"crd":"7205846","suffix":null,"lastName":"KEEFE","firstName":"TIFFANY","middleName":"AYMOND"},{"crd":"5400604","suffix":null,"lastName":"LAWSON","firstName":"DEREK","middleName":"MAURICE"},{"crd":"5421936","suffix":null,"lastName":"LEVY","firstName":"ADAM","middleName":"ROSS"},{"crd":"6619287","suffix":null,"lastName":"MAYER","firstName":"GINETTE","middleName":null},{"crd":"4138239","suffix":null,"lastName":"MAYER","firstName":"STEVEN","middleName":"JOHN"},{"crd":"4332518","suffix":null,"lastName":"MILLER","firstName":"ROBERT","middleName":"JAY"},{"crd":"2729906","suffix":null,"lastName":"MULLINS","firstName":"BRIAN","middleName":"ASHLEY"},{"crd":"6863881","suffix":null,"lastName":"Myrick","firstName":"Ryan","middleName":null},{"crd":"7083932","suffix":null,"lastName":"Perez","firstName":"Evelyn","middleName":"Steinman"},{"crd":"2625610","suffix":null,"lastName":"PETERSEN","firstName":"PHILIP","middleName":"JOHN"},{"crd":"4045943","suffix":null,"lastName":"PETERSON","firstName":"WES","middleName":null}],"total":15,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-03-05","regulatoryAum":170733000,"clients":326,"employees":15,"offices":3},{"filedOn":"2022-03-17","regulatoryAum":218131821,"clients":488,"employees":16,"offices":5},{"filedOn":"2023-08-01","regulatoryAum":192620373,"clients":490,"employees":19,"offices":5},{"filedOn":"2024-05-22","regulatoryAum":315719294,"clients":779,"employees":19,"offices":9},{"filedOn":"2025-05-14","regulatoryAum":320546673,"clients":667,"employees":20,"offices":7},{"filedOn":"2026-03-30","regulatoryAum":326885658,"clients":589,"employees":20,"offices":8}],"secFileNumber":"801-78961","legalName":"MPWM Advisory Solutions LLC","displayName":"MPWM Advisory Solutions","slug":"mpwm-advisory-solutions-169885","website":"https://mayerprivatewealthmanagement.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":null,"organization":"Georgia limited liability company","fiscalYearEnd":"December","headquarters":{"street":"8000 Avalon BLVD, Suite 100","city":"Alpharetta","state":"GA","stateName":"Georgia","country":"United States","postalCode":"30009"},"tradeNames":["Capstone Benefits Advisors","Capstone Financial Advisors","Mayer Private Wealth Management","Momentum Wealth Advisors","Mullins Wealth Management","Navigate Divorce Planning","Navigate Financial"],"registration":{"secApproved":"2 January 2014","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":541066.5218150087,"staff":{"employees":20,"advisory":12,"brokerDealerReps":12,"insuranceAgents":0,"promoters":3},"aum":{"regulatory":326885658,"discretionary":326885658,"discretionaryAccounts":1173,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":326885658,"nonUsClientsPct":0,"nonAumClients":5},"clientTypes":[{"label":"Individuals (other than HNW)","clients":497,"regulatoryAum":128677364},{"label":"High-net-worth individuals","clients":76,"regulatoryAum":181353753},{"label":"Pension and profit-sharing plans","clients":10,"regulatoryAum":14214093},{"label":"Charitable organizations","clients":3,"fewerThan5":true,"regulatoryAum":2557894},{"label":"Corporations and other businesses","clients":3,"fewerThan5":true,"regulatoryAum":82554}],"feePrograms":[{"role":"main","program":"Investment Management Services","feeBasis":"ceiling","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1031843","versionId":1031843,"ratePeriod":"annual","fee_billing":"advance","submittedOn":"2026-03-30","documentName":"PART 2A PLUS WRAP BROCHURE","fee_rate_low":null,"fee_rate_high":2.25,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"Financial Planning Services","summary":"One-time financial planning is billed hourly or as a fixed fee, negotiable, and may be invoiced up to 100% on signing.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1031843","versionId":1031843,"submittedOn":"2026-03-30","documentName":"PART 2A PLUS WRAP BROCHURE"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T09:55:36.802941+00:00","documents":[{"name":"PART 2A PLUS WRAP BROCHURE","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1031843","versionId":1031843,"submittedOn":"2026-03-30"}]},"custodians":[{"name":"LPL Financial LLC","shortName":"LPL Financial","location":"Boston, MA","smaAssets":190631648}],"custodyNote":"MPWM Advisory Solutions has custody of $113M in client assets for 84 clients.","leadership":[{"name":"Evelyn Perez","title":"Chief Compliance Officer","crd":"7083932"},{"name":"Steven Mayer","title":"Managing Partner","crd":"4138239"}],"ownership":[{"label":"Steven Mayer","detail":"Managing partner in the 75% or more ownership band and a control person, since November 2013."}],"filedOffices":{"otherThanPrincipal":7,"privateResidences":0},"listedOfficeAddresses":8,"foreignOffices":[],"officesByState":[{"state":"Georgia","offices":3,"addresses":[{"street":"8000 Avalon BLVD, Suite 100","city":"Alpharetta","headquarters":true},{"street":"904 Bombay Lane","city":"Roswell"},{"street":"124 Savannah Avenue","city":"Statesboro"}]},{"state":"New York","offices":3,"addresses":[{"street":"300 Great Oaks BLVD, Ste 300","city":"Albany"},{"street":"112 W. 34th Street Suite 18057","city":"New York"},{"street":"1385 York Ave. #27a","city":"New York"}]},{"state":"Tennessee","offices":1,"addresses":[{"street":"300 Tyler RD.","city":"Oak Ridge"}]},{"state":"Wisconsin","offices":1,"addresses":[{"street":"3449 Lawrenceville Suwanee RD","city":"Suwanee"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"678-566-4001","stateRegisteredReps":12,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Selection of other advisers (including private fund managers)"],"financialPlanningClients":"1-10","assetMix":[{"label":"Exchange-traded equity securities","percent":7},{"label":"U.S. state and local bonds","percent":1},{"label":"Derivatives","percent":4},{"label":"Securities issued by registered investment companies or business development companies","percent":82},{"label":"Cash and cash equivalents","percent":5},{"label":"Other","percent":1,"detail":"Variable Annuities"}],"privateFunds":0},"sources":{"adv1FilingDate":"30 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/169885/PDF/169885.pdf","brochureDate":"30 March 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1031843","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does MPWM Advisory Solutions have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does MPWM Advisory Solutions offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does MPWM Advisory Solutions charge?","answer":"MPWM Advisory Solutions charges up to 2.25% a year for its Investment Management Services. The fee is billed in advance and is negotiable.","source":"PART 2A PLUS WRAP BROCHURE, filed 30 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does MPWM Advisory Solutions use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does MPWM Advisory Solutions have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does MPWM Advisory Solutions invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns MPWM Advisory Solutions?","answer":"MPWM Advisory Solutions’ direct owner is Steven Mayer (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 30 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does MPWM Advisory Solutions get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is MPWM Advisory Solutions registered with the SEC?","answer":"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","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact MPWM Advisory Solutions?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 30 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":{"url":"https://nivawealth.com/firms/mpwm-advisory-solutions-169885/holdings","form":"13F-HR","periodOfReport":"2026-06-30","filedOn":"2026-08-13","filingIndexUrl":"https://www.sec.gov/Archives/edgar/data/2056693/000205669326000003/0002056693-26-000003-index.html","totalValue":218390704,"positionCount":571,"top10Share":0.5063595426662483,"top10":[{"issuer":"STATE STREET","titleOfClass":"MF Closed and MF Open","cusip":"78462F103","value":36509944,"shares":48890,"shareType":"SH"},{"issuer":"STATE STREET","titleOfClass":"MF Closed and MF Open","cusip":"78464A805","value":20319278,"shares":223805,"shareType":"SH"},{"issuer":"INVESCO QQQ","titleOfClass":"MF Closed and MF Open","cusip":"46090E103","value":10883202,"shares":14779,"shareType":"SH"},{"issuer":"STATE STREET","titleOfClass":"MF Closed and MF Open","cusip":"78464A664","value":9412002,"shares":358826,"shareType":"SH"},{"issuer":"ISHARES RUSSELL","titleOfClass":"MF Closed and MF Open","cusip":"464287655","value":7420253,"shares":24697,"shareType":"SH"},{"issuer":"FIRST TRUST","titleOfClass":"MF Closed and MF Open","cusip":"33740U752","value":6230859,"shares":158667,"shareType":"SH"},{"issuer":"VANECK CLO","titleOfClass":"MF Closed and MF Open","cusip":"92189H748","value":5490687,"shares":103696,"shareType":"SH"},{"issuer":"INVESCO NASDAQ","titleOfClass":"MF Closed and MF Open","cusip":"46138G649","value":5349055,"shares":17655,"shareType":"SH"},{"issuer":"DIMENSIONAL US","titleOfClass":"MF Closed and MF Open","cusip":"25434V401","value":4522296,"shares":55190,"shareType":"SH"},{"issuer":"STATE STREET","titleOfClass":"MF Closed and MF Open","cusip":"81369Y704","value":4446641,"shares":24006,"shareType":"SH"}],"positionsListed":200,"positions":[{"issuer":"STATE STREET","titleOfClass":"MF Closed and MF Open","cusip":"78462F103","value":36509944,"shares":48890,"shareType":"SH"},{"issuer":"STATE STREET","titleOfClass":"MF Closed and MF Open","cusip":"78464A805","value":20319278,"shares":223805,"shareType":"SH"},{"issuer":"INVESCO QQQ","titleOfClass":"MF Closed and MF Open","cusip":"46090E103","value":10883202,"shares":14779,"shareType":"SH"},{"issuer":"STATE STREET","titleOfClass":"MF Closed and MF Open","cusip":"78464A664","value":9412002,"shares":358826,"shareType":"SH"},{"issuer":"ISHARES RUSSELL","titleOfClass":"MF Closed and MF Open","cusip":"464287655","value":7420253,"shares":24697,"shareType":"SH"},{"issuer":"FIRST TRUST","titleOfClass":"MF Closed and MF Open","cusip":"33740U752","value":6230859,"shares":158667,"shareType":"SH"},{"issuer":"VANECK CLO","titleOfClass":"MF Closed and MF Open","cusip":"92189H748","value":5490687,"shares":103696,"shareType":"SH"},{"issuer":"INVESCO NASDAQ","titleOfClass":"MF Closed and MF Open","cusip":"46138G649","value":5349055,"shares":17655,"shareType":"SH"},{"issuer":"DIMENSIONAL US","titleOfClass":"MF Closed and MF Open","cusip":"25434V401","value":4522296,"shares":55190,"shareType":"SH"},{"issuer":"STATE STREET","titleOfClass":"MF Closed and MF Open","cusip":"81369Y704","value":4446641,"shares":24006,"shareType":"SH"},{"issuer":"STATE STREET","titleOfClass":"MF Closed and MF Open","cusip":"78464A409","value":4334290,"shares":36426,"shareType":"SH"},{"issuer":"INVESCO S&P","titleOfClass":"MF Closed and MF Open","cusip":"46138E339","value":4156502,"shares":25731,"shareType":"SH"},{"issuer":"FIRST TRUST","titleOfClass":"MF Closed and MF Open","cusip":"33741X102","value":3783989,"shares":87714,"shareType":"SH"},{"issuer":"VICTORYSHARES US","titleOfClass":"MF Closed and MF Open","cusip":"92647N865","value":3754140,"shares":48395,"shareType":"SH"},{"issuer":"FUNDSTRAT GRANNY","titleOfClass":"MF Closed and MF Open","cusip":"886364231","value":3716156,"shares":134400,"shareType":"SH"},{"issuer":"ISHARES S&P","titleOfClass":"MF Closed and MF Open","cusip":"464287408","value":2990861,"shares":13172,"shareType":"SH"},{"issuer":"ISHARES MSCI","titleOfClass":"MF Closed and MF Open","cusip":"46429B598","value":2941509,"shares":59557,"shareType":"SH"},{"issuer":"FIRST TRUST","titleOfClass":"MF Closed and MF Open","cusip":"33734X846","value":2914448,"shares":32437,"shareType":"SH"},{"issuer":"NVIDIA CORP","titleOfClass":"Common Stock","cusip":"67066G104","value":2804586,"shares":14017,"shareType":"SH"},{"issuer":"APPLE INC","titleOfClass":"Common Stock","cusip":"037833100","value":2734991,"shares":9452,"shareType":"SH"},{"issuer":"INVESCO S&P","titleOfClass":"MF Closed and MF Open","cusip":"46138E222","value":2684036,"shares":44519,"shareType":"SH"},{"issuer":"ISHARES TREASURY","titleOfClass":"MF Closed and MF Open","cusip":"46434V860","value":2189801,"shares":43251,"shareType":"SH"},{"issuer":"VANECK MERK","titleOfClass":"MF Closed and MF Open","cusip":"921078101","value":1937455,"shares":50206,"shareType":"SH"},{"issuer":"INVESCO TOTAL","titleOfClass":"MF Closed and MF Open","cusip":"46090A804","value":1900380,"shares":40546,"shareType":"SH"},{"issuer":"AMAZON COM","titleOfClass":"Common Stock","cusip":"023135106","value":1798279,"shares":7545,"shareType":"SH"},{"issuer":"STATE STREET","titleOfClass":"MF Closed and MF Open","cusip":"78467V848","value":1713166,"shares":43404,"shareType":"SH"},{"issuer":"PIMCO EHNANCED","titleOfClass":"MF Closed and MF Open","cusip":"72201R833","value":1689576,"shares":16760,"shareType":"SH"},{"issuer":"VANGUARD MEGA","titleOfClass":"MF Closed and MF Open","cusip":"921910873","value":1588370,"shares":5805,"shareType":"SH"},{"issuer":"ISHARES JPMORGAN","titleOfClass":"MF Closed and MF Open","cusip":"464288281","value":1533308,"shares":15899,"shareType":"SH"},{"issuer":"ALPHABET INC","titleOfClass":"Common Stock","cusip":"02079K107","value":1274298,"shares":3607,"shareType":"SH"},{"issuer":"BLACKROCK ENHANCED","titleOfClass":"MF Closed and MF Open","cusip":"09256A109","value":1184913,"shares":45312,"shareType":"SH"},{"issuer":"VANGUARD MID","titleOfClass":"MF Closed and MF Open","cusip":"922908629","value":1131766,"shares":14047,"shareType":"SH"},{"issuer":"PGIM ULTRA","titleOfClass":"MF Closed and MF Open","cusip":"69344A107","value":1121899,"shares":22642,"shareType":"SH"},{"issuer":"DIMENSIONAL INTL","titleOfClass":"MF Closed and MF Open","cusip":"25434V807","value":1116509,"shares":20668,"shareType":"SH"},{"issuer":"SCHWAB SHORT","titleOfClass":"MF Closed and MF Open","cusip":"808524862","value":1090163,"shares":45160,"shareType":"SH"},{"issuer":"BLACKROCK MUNIASSETS","titleOfClass":"MF Closed and MF Open","cusip":"09254J102","value":1068564,"shares":97054,"shareType":"SH"},{"issuer":"VANGUARD TOTAL","titleOfClass":"MF Closed and MF Open","cusip":"922908769","value":1058161,"shares":2860,"shareType":"SH"},{"issuer":"STATE STREET","titleOfClass":"MF Closed and MF Open","cusip":"81369Y803","value":1055655,"shares":5541,"shareType":"SH"},{"issuer":"TCW FLEXIBLE","titleOfClass":"MF Closed and MF Open","cusip":"29287L700","value":1026701,"shares":26185,"shareType":"SH"},{"issuer":"ALPHABET INC","titleOfClass":"Common Stock","cusip":"02079K305","value":1012256,"shares":2833,"shareType":"SH"},{"issuer":"ALERIAN MLP","titleOfClass":"MF Closed and MF Open","cusip":"00162Q452","value":1001260,"shares":19311,"shareType":"SH"},{"issuer":"FIRST TRUST","titleOfClass":"MF Closed and MF Open","cusip":"33735K108","value":1000822,"shares":5165,"shareType":"SH"},{"issuer":"FIRST TRUST","titleOfClass":"MF Closed and MF Open","cusip":"33735J101","value":938169,"shares":9692,"shareType":"SH"},{"issuer":"VANGUARD S&P","titleOfClass":"MF Closed and MF Open","cusip":"922908363","value":875409,"shares":1275,"shareType":"SH"},{"issuer":"VANECK PFD","titleOfClass":"MF Closed and MF Open","cusip":"92189F429","value":870120,"shares":48773,"shareType":"SH"},{"issuer":"VANGUARD SMALL","titleOfClass":"MF Closed and MF Open","cusip":"922908751","value":809332,"shares":2670,"shareType":"SH"},{"issuer":"ISHARES CORE","titleOfClass":"MF Closed and MF Open","cusip":"464287226","value":789991,"shares":7981,"shareType":"SH"},{"issuer":"WEST PHARMACEUTICAL","titleOfClass":"Common Stock","cusip":"955306105","value":745284,"shares":2076,"shareType":"SH"},{"issuer":"VISA INC","titleOfClass":"Common Stock","cusip":"92826C839","value":736549,"shares":2147,"shareType":"SH"},{"issuer":"DIMENSIONAL US","titleOfClass":"MF Closed and MF Open","cusip":"25434V708","value":712933,"shares":16072,"shareType":"SH"},{"issuer":"VANGUARD MEGA","titleOfClass":"MF Closed and MF Open","cusip":"921910816","value":705917,"shares":8030,"shareType":"SH"},{"issuer":"FIRST TRUST","titleOfClass":"MF Closed and MF Open","cusip":"33737J174","value":684992,"shares":7235,"shareType":"SH"},{"issuer":"MICROSOFT CORP","titleOfClass":"Common Stock","cusip":"594918104","value":666844,"shares":17880,"shareType":"SH"},{"issuer":"PGIM AAA","titleOfClass":"MF Closed and MF Open","cusip":"69344A834","value":632524,"shares":12337,"shareType":"SH"},{"issuer":"STATE STREET","titleOfClass":"MF Closed and MF Open","cusip":"78463X202","value":611338,"shares":8901,"shareType":"SH"},{"issuer":"SPDR GOLD","titleOfClass":"Common Stock","cusip":"78463V107","value":588308,"shares":1597,"shareType":"SH"},{"issuer":"DIMENSIONAL US","titleOfClass":"MF Closed and MF Open","cusip":"25434V724","value":576158,"shares":10474,"shareType":"SH"},{"issuer":"MICRON TECHNOLOGY","titleOfClass":"Common Stock","cusip":"595112103","value":569470,"shares":493,"shareType":"SH"},{"issuer":"META PLATFORMS","titleOfClass":"Common Stock","cusip":"30303M102","value":568054,"shares":1008,"shareType":"SH"},{"issuer":"DIMENSIONAL US","titleOfClass":"MF Closed and MF Open","cusip":"25434V500","value":561856,"shares":6824,"shareType":"SH"},{"issuer":"MERCK & COMPANY","titleOfClass":"Common Stock","cusip":"58933Y105","value":513102,"shares":3993,"shareType":"SH"},{"issuer":"ISHARES 0-3","titleOfClass":"MF Closed and MF Open","cusip":"46436E718","value":508887,"shares":5055,"shareType":"SH"},{"issuer":"MARVELL TECHNOLOGY","titleOfClass":"Common Stock","cusip":"573874104","value":493395,"shares":1656,"shareType":"SH"},{"issuer":"JPMORGAN","titleOfClass":"MF Closed and MF Open","cusip":"46641Q837","value":484402,"shares":9579,"shareType":"SH"},{"issuer":"STATE STREET","titleOfClass":"MF Closed and MF Open","cusip":"78468R663","value":473320,"shares":5165,"shareType":"SH"},{"issuer":"F/M U S","titleOfClass":"MF Closed and MF Open","cusip":"74933W452","value":469416,"shares":9415,"shareType":"SH"},{"issuer":"FIRST TRUST","titleOfClass":"MF Closed and MF Open","cusip":"33738R506","value":463986,"shares":5724,"shareType":"SH"},{"issuer":"ISHARES RUSSELL","titleOfClass":"MF Closed and MF Open","cusip":"464287622","value":453468,"shares":1107,"shareType":"SH"},{"issuer":"TESLA INC","titleOfClass":"Common Stock","cusip":"88160R101","value":447939,"shares":1065,"shareType":"SH"},{"issuer":"BLACKROCK SCIENCE","titleOfClass":"MF Closed and MF Open","cusip":"09258G104","value":442983,"shares":8736,"shareType":"SH"},{"issuer":"DIMENSIONAL WORLD","titleOfClass":"MF Closed and MF Open","cusip":"25434V880","value":436708,"shares":11854,"shareType":"SH"},{"issuer":"VANECK SEMICONDUCTOR","titleOfClass":"MF Closed and MF Open","cusip":"92189F676","value":412810,"shares":629,"shareType":"SH"},{"issuer":"NEXTERA ENERGY","titleOfClass":"Common Stock","cusip":"65339F101","value":411467,"shares":4688,"shareType":"SH"},{"issuer":"INNOVATOR EQUITY","titleOfClass":"MF Closed and MF Open","cusip":"45783Y673","value":398146,"shares":10320,"shareType":"SH"},{"issuer":"VANGUARD INTERMEDIATE","titleOfClass":"MF Closed and MF Open","cusip":"921937819","value":394060,"shares":5138,"shareType":"SH"},{"issuer":"ELI LILLY","titleOfClass":"Common Stock","cusip":"532457108","value":383552,"shares":320,"shareType":"SH"},{"issuer":"DIMENSIONAL INTL","titleOfClass":"MF Closed and MF Open","cusip":"25434V799","value":375023,"shares":10065,"shareType":"SH"},{"issuer":"FIRST TRUST","titleOfClass":"MF Closed and MF Open","cusip":"33737J117","value":357878,"shares":6273,"shareType":"SH"},{"issuer":"INVESCO S&P","titleOfClass":"MF Closed and MF Open","cusip":"46137V357","value":357028,"shares":1678,"shareType":"SH"},{"issuer":"JPMORGAN","titleOfClass":"MF Closed and MF Open","cusip":"46654Q203","value":353491,"shares":5752,"shareType":"SH"},{"issuer":"VICTORYSHARES US","titleOfClass":"MF Closed and MF Open","cusip":"92647N766","value":336906,"shares":3410,"shareType":"SH"},{"issuer":"ISHARES CORE","titleOfClass":"MF Closed and MF Open","cusip":"464287507","value":319730,"shares":4146,"shareType":"SH"},{"issuer":"JOHNSON & JOHNSON","titleOfClass":"Common Stock","cusip":"478160104","value":318003,"shares":1252,"shareType":"SH"},{"issuer":"VANGUARD LARGE","titleOfClass":"MF Closed and MF Open","cusip":"922908637","value":317428,"shares":923,"shareType":"SH"},{"issuer":"AMPHENOL CORP","titleOfClass":"Common Stock","cusip":"032095101","value":312440,"shares":1772,"shareType":"SH"},{"issuer":"STATE STREET","titleOfClass":"MF Closed and MF Open","cusip":"78464A508","value":308725,"shares":5079,"shareType":"SH"},{"issuer":"VANGUARD FTSE","titleOfClass":"MF Closed and MF Open","cusip":"921943858","value":292520,"shares":4106,"shareType":"SH"},{"issuer":"FIRST TRUST","titleOfClass":"MF Closed and MF Open","cusip":"33739Q200","value":287032,"shares":5766,"shareType":"SH"},{"issuer":"CAPITAL GROUP","titleOfClass":"MF Closed and MF Open","cusip":"14020G101","value":277249,"shares":5874,"shareType":"SH"},{"issuer":"BERKSHIRE HATHAWAY","titleOfClass":"Common Stock","cusip":"084670702","value":272212,"shares":544,"shareType":"SH"},{"issuer":"ISHARES SEMICONDUCTOR","titleOfClass":"MF Closed and MF Open","cusip":"464287523","value":260160,"shares":406,"shareType":"SH"},{"issuer":"UNITED AIRLINES","titleOfClass":"Common Stock","cusip":"910047109","value":248862,"shares":1830,"shareType":"SH"},{"issuer":"ARISTA NETWORKS","titleOfClass":"Common Stock","cusip":"040413205","value":242588,"shares":1428,"shareType":"SH"},{"issuer":"ISHARES 20 PLUS","titleOfClass":"MF Closed and MF Open","cusip":"464287432","value":238856,"shares":2764,"shareType":"SH"},{"issuer":"SCHWAB FUNDAMENTAL","titleOfClass":"MF Closed and MF Open","cusip":"808524755","value":237261,"shares":4497,"shareType":"SH"},{"issuer":"WESTERN UNION","titleOfClass":"Common Stock","cusip":"959802109","value":236666,"shares":30736,"shareType":"SH"},{"issuer":"VANGUARD HIGH","titleOfClass":"MF Closed and MF Open","cusip":"921946406","value":234738,"shares":1485,"shareType":"SH"},{"issuer":"HOME DEPOT","titleOfClass":"Common Stock","cusip":"437076102","value":233482,"shares":662,"shareType":"SH"},{"issuer":"JPMORGAN","titleOfClass":"MF Closed and MF Open","cusip":"46641Q332","value":231285,"shares":4095,"shareType":"SH"},{"issuer":"VANGUARD HEALTH","titleOfClass":"MF Closed and MF Open","cusip":"92204A504","value":225416,"shares":754,"shareType":"SH"},{"issuer":"VERIZON COMMUNICATIONS","titleOfClass":"Common Stock","cusip":"92343V104","value":222794,"shares":5262,"shareType":"SH"},{"issuer":"ISHARES TRUST","titleOfClass":"MF Closed and MF Open","cusip":"46435U713","value":218408,"shares":3465,"shareType":"SH"},{"issuer":"INVESCO S&P","titleOfClass":"MF Closed and MF Open","cusip":"46137V472","value":214923,"shares":1904,"shareType":"SH"},{"issuer":"FIRST TRUST","titleOfClass":"MF Closed and MF Open","cusip":"33734H106","value":200475,"shares":4161,"shareType":"SH"},{"issuer":"FIRST TRUST","titleOfClass":"MF Closed and MF Open","cusip":"33733E104","value":200142,"shares":2131,"shareType":"SH"},{"issuer":"INTL BUSINESS","titleOfClass":"Common Stock","cusip":"459200101","value":199606,"shares":710,"shareType":"SH"},{"issuer":"JANUS HENDERSON","titleOfClass":"MF Closed and MF Open","cusip":"47103U845","value":198628,"shares":3934,"shareType":"SH"},{"issuer":"FIRST TRUST","titleOfClass":"MF Closed and MF Open","cusip":"33737M102","value":193662,"shares":1747,"shareType":"SH"},{"issuer":"NORWEGIAN CRUISE","titleOfClass":"Common Stock","cusip":"G66721104","value":193157,"shares":9150,"shareType":"SH"},{"issuer":"STATE STREET","titleOfClass":"MF Closed and MF Open","cusip":"81369Y209","value":190233,"shares":1199,"shareType":"SH"},{"issuer":"AMERICAN CENTURY","titleOfClass":"MF Closed and MF Open","cusip":"025072307","value":181505,"shares":1538,"shareType":"SH"},{"issuer":"FRANKLIN DYNAMIC","titleOfClass":"MF Closed and MF Open","cusip":"35473P868","value":179350,"shares":7126,"shareType":"SH"},{"issuer":"SPACE EXPLORATION","titleOfClass":"Common Stock","cusip":"84615Q103","value":174794,"shares":1023,"shareType":"SH"},{"issuer":"VIKING THERAPEUTICS","titleOfClass":"Common Stock","cusip":"92686J106","value":174569,"shares":4475,"shareType":"SH"},{"issuer":"BITMINE IMMERSION","titleOfClass":"Common Stock","cusip":"09175A206","value":174126,"shares":13082,"shareType":"SH"},{"issuer":"INVESCO AEROSPACE","titleOfClass":"MF Closed and MF Open","cusip":"46137V100","value":170803,"shares":967,"shareType":"SH"},{"issuer":"GRANITESHARES NASDAQ","titleOfClass":"MF Closed and MF Open","cusip":"38747R603","value":168658,"shares":2715,"shareType":"SH"},{"issuer":"PFIZER INC","titleOfClass":"Common Stock","cusip":"717081103","value":164324,"shares":6824,"shareType":"SH"},{"issuer":"BLACKROCK UTILITIES","titleOfClass":"MF Closed and MF Open","cusip":"09248D104","value":164297,"shares":5663,"shareType":"SH"},{"issuer":"STATE STREET","titleOfClass":"MF Closed and MF Open","cusip":"78463X889","value":160845,"shares":3192,"shareType":"SH"},{"issuer":"VIRTUS REAVES","titleOfClass":"MF Closed and MF Open","cusip":"26923G806","value":160181,"shares":1960,"shareType":"SH"},{"issuer":"CATERPILLAR INC","titleOfClass":"Common Stock","cusip":"149123101","value":157816,"shares":148,"shareType":"SH"},{"issuer":"T-MOBILE US","titleOfClass":"Common Stock","cusip":"872590104","value":153474,"shares":915,"shareType":"SH"},{"issuer":"AMPLIFY CWP","titleOfClass":"MF Closed and MF Open","cusip":"032108409","value":153095,"shares":3350,"shareType":"SH"},{"issuer":"ISHARES S&P","titleOfClass":"MF Closed and MF Open","cusip":"464287309","value":150183,"shares":1092,"shareType":"SH"},{"issuer":"NUVEEN DYNAMIC","titleOfClass":"MF Closed and MF Open","cusip":"67079X102","value":147406,"shares":14160,"shareType":"SH"},{"issuer":"TRUIST FINANCIAL","titleOfClass":"Common Stock","cusip":"89832Q109","value":146670,"shares":2944,"shareType":"SH"},{"issuer":"ISHARES CORE","titleOfClass":"MF Closed and MF Open","cusip":"464287200","value":143957,"shares":192,"shareType":"SH"},{"issuer":"INNOVATOR ETFS","titleOfClass":"MF Closed and MF Open","cusip":"45783Y814","value":142236,"shares":2700,"shareType":"SH"},{"issuer":"PGIM ACTIVE","titleOfClass":"MF Closed and MF Open","cusip":"69344A701","value":140984,"shares":3346,"shareType":"SH"},{"issuer":"FIRST HORIZON","titleOfClass":"Common Stock","cusip":"320517105","value":140266,"shares":5471,"shareType":"SH"},{"issuer":"SALESFORCE INC","titleOfClass":"Common Stock","cusip":"79466L302","value":137312,"shares":877,"shareType":"SH"},{"issuer":"FIRST TRUST","titleOfClass":"MF Closed and MF Open","cusip":"33733E302","value":133682,"shares":505,"shareType":"SH"},{"issuer":"TAIWAN SEMICONDUCTOR","titleOfClass":"Common Stock","cusip":"874039100","value":128669,"shares":269,"shareType":"SH"},{"issuer":"WALMART INC","titleOfClass":"Common Stock","cusip":"931142103","value":121129,"shares":1069,"shareType":"SH"},{"issuer":"ABBVIE INC","titleOfClass":"Common Stock","cusip":"00287Y109","value":120239,"shares":478,"shareType":"SH"},{"issuer":"LAM RESEARCH","titleOfClass":"Common Stock","cusip":"512807306","value":119166,"shares":275,"shareType":"SH"},{"issuer":"ZEBRA TECHNOLOGIES","titleOfClass":"Common Stock","cusip":"989207105","value":118467,"shares":450,"shareType":"SH"},{"issuer":"INVESCO S&P","titleOfClass":"MF Closed and MF Open","cusip":"46138E370","value":116446,"shares":748,"shareType":"SH"},{"issuer":"PGIM SHORT","titleOfClass":"MF Closed and MF Open","cusip":"69344A842","value":116409,"shares":2287,"shareType":"SH"},{"issuer":"ISHARES ULTRA","titleOfClass":"MF Closed and MF Open","cusip":"46434V878","value":115777,"shares":2289,"shareType":"SH"},{"issuer":"VANECK URANIUM","titleOfClass":"MF Closed and MF Open","cusip":"92189F601","value":115170,"shares":993,"shareType":"SH"},{"issuer":"FIRST TRUST","titleOfClass":"MF Closed and MF Open","cusip":"33738R118","value":114879,"shares":1000,"shareType":"SH"},{"issuer":"ISHARES SILVER","titleOfClass":"Common Stock","cusip":"46428Q109","value":113625,"shares":2125,"shareType":"SH"},{"issuer":"STATE STREET","titleOfClass":"MF Closed and MF Open","cusip":"78464A375","value":111924,"shares":3345,"shareType":"SH"},{"issuer":"CADENCE DESIGN","titleOfClass":"Common Stock","cusip":"127387108","value":108842,"shares":290,"shareType":"SH"},{"issuer":"ISHARES CORE","titleOfClass":"MF Closed and MF Open","cusip":"46432F842","value":108821,"shares":1127,"shareType":"SH"},{"issuer":"INTEL CORP","titleOfClass":"Common Stock","cusip":"458140100","value":104304,"shares":747,"shareType":"SH"},{"issuer":"QUALCOMM INC","titleOfClass":"Common Stock","cusip":"747525103","value":103708,"shares":561,"shareType":"SH"},{"issuer":"FIRST TRUST","titleOfClass":"MF Closed and MF Open","cusip":"33735B108","value":98930,"shares":676,"shareType":"SH"},{"issuer":"VICTORYSHARES CORE","titleOfClass":"MF Closed and MF Open","cusip":"92647N527","value":97564,"shares":2083,"shareType":"SH"},{"issuer":"SCHWAB FUNDAMENTAL","titleOfClass":"MF Closed and MF Open","cusip":"808524730","value":97414,"shares":2455,"shareType":"SH"},{"issuer":"NORFOLK SOUTHERN","titleOfClass":"Common Stock","cusip":"655844108","value":96579,"shares":307,"shareType":"SH"},{"issuer":"DIMENSIONAL SHORT","titleOfClass":"MF Closed and MF Open","cusip":"25434V864","value":94211,"shares":1973,"shareType":"SH"},{"issuer":"ISHARES CORE","titleOfClass":"MF Closed and MF Open","cusip":"46434V621","value":94165,"shares":1242,"shareType":"SH"},{"issuer":"CHEVRON CORP","titleOfClass":"Common Stock","cusip":"166764100","value":91905,"shares":554,"shareType":"SH"},{"issuer":"DOUBLELINE YIELD","titleOfClass":"MF Closed and MF Open","cusip":"25862D105","value":91370,"shares":6494,"shareType":"SH"},{"issuer":"FIRST TRUST","titleOfClass":"MF Closed and MF Open","cusip":"33738D309","value":89769,"shares":2006,"shareType":"SH"},{"issuer":"FIRST TRUST","titleOfClass":"MF Closed and MF Open","cusip":"33739E108","value":87898,"shares":4916,"shareType":"SH"},{"issuer":"VANECK GOLD","titleOfClass":"MF Closed and MF Open","cusip":"92189F106","value":87735,"shares":1163,"shareType":"SH"},{"issuer":"FIRST TRUST","titleOfClass":"MF Closed and MF Open","cusip":"33734Y109","value":87011,"shares":603,"shareType":"SH"},{"issuer":"ISHARES RUSSELL","titleOfClass":"MF Closed and MF Open","cusip":"464287614","value":85932,"shares":692,"shareType":"SH"},{"issuer":"JPMORGAN CHASE","titleOfClass":"Common Stock","cusip":"46625H100","value":85041,"shares":260,"shareType":"SH"},{"issuer":"SCHWAB US","titleOfClass":"MF Closed and MF Open","cusip":"808524300","value":84794,"shares":2506,"shareType":"SH"},{"issuer":"ISHARES CORE","titleOfClass":"MF Closed and MF Open","cusip":"464287150","value":83777,"shares":510,"shareType":"SH"},{"issuer":"CVS HEALTH","titleOfClass":"Common Stock","cusip":"126650100","value":82863,"shares":801,"shareType":"SH"},{"issuer":"REGIONS FINANCIAL","titleOfClass":"Common Stock","cusip":"7591EP100","value":82808,"shares":2742,"shareType":"SH"},{"issuer":"VANGUARD DIVIDEND","titleOfClass":"MF Closed and MF Open","cusip":"921908844","value":82539,"shares":349,"shareType":"SH"},{"issuer":"KIMBERLY CLARK","titleOfClass":"Common Stock","cusip":"494368103","value":80242,"shares":731,"shareType":"SH"},{"issuer":"INVESCO S&P","titleOfClass":"MF Closed and MF Open","cusip":"46137V233","value":79896,"shares":1305,"shareType":"SH"},{"issuer":"ISHARES EUROPE","titleOfClass":"MF Closed and MF Open","cusip":"464287861","value":79334,"shares":1089,"shareType":"SH"},{"issuer":"VANGUARD GROWTH","titleOfClass":"MF Closed and MF Open","cusip":"922908736","value":78146,"shares":907,"shareType":"SH"},{"issuer":"VANGUARD INFORMATION","titleOfClass":"MF Closed and MF Open","cusip":"92204A702","value":76493,"shares":640,"shareType":"SH"},{"issuer":"SCHWAB US","titleOfClass":"MF Closed and MF Open","cusip":"808524797","value":75343,"shares":2376,"shareType":"SH"},{"issuer":"THERMO FISHER","titleOfClass":"Common Stock","cusip":"883556102","value":75204,"shares":150,"shareType":"SH"},{"issuer":"ISHARES MSCI","titleOfClass":"MF Closed and MF Open","cusip":"46432F396","value":71995,"shares":210,"shareType":"SH"},{"issuer":"ISHARES MSCI","titleOfClass":"MF Closed and MF Open","cusip":"464288885","value":71084,"shares":571,"shareType":"SH"},{"issuer":"INVESCO VARIABLE","titleOfClass":"MF Closed and MF Open","cusip":"46138G870","value":70499,"shares":2900,"shareType":"SH"},{"issuer":"FIRST TRUST","titleOfClass":"MF Closed and MF Open","cusip":"33734X176","value":68207,"shares":314,"shareType":"SH"},{"issuer":"FIRST TRUST","titleOfClass":"MF Closed and MF Open","cusip":"33734K109","value":66440,"shares":475,"shareType":"SH"},{"issuer":"PEPSICO INC","titleOfClass":"Common Stock","cusip":"713448108","value":64586,"shares":477,"shareType":"SH"},{"issuer":"COREWEAVE INC","titleOfClass":"Common Stock","cusip":"21873S108","value":63705,"shares":640,"shareType":"SH"},{"issuer":"BERKLEY W R","titleOfClass":"Common Stock","cusip":"084423102","value":63477,"shares":900,"shareType":"SH"},{"issuer":"FIRST TRUST","titleOfClass":"MF Closed and MF Open","cusip":"33737J182","value":63276,"shares":1978,"shareType":"SH"},{"issuer":"COCA COLA COMPANY","titleOfClass":"Common Stock","cusip":"191216100","value":62185,"shares":765,"shareType":"SH"},{"issuer":"STATE STREET","titleOfClass":"MF Closed and MF Open","cusip":"81369Y605","value":61811,"shares":1153,"shareType":"SH"},{"issuer":"ISHARES CORE","titleOfClass":"MF Closed and MF Open","cusip":"46434V613","value":61564,"shares":1334,"shareType":"SH"},{"issuer":"VANGUARD INTL","titleOfClass":"MF Closed and MF Open","cusip":"921946794","value":60476,"shares":616,"shareType":"SH"},{"issuer":"LABCORP HOLDINGS","titleOfClass":"Common Stock","cusip":"504922105","value":59640,"shares":213,"shareType":"SH"},{"issuer":"BROADCOM INC","titleOfClass":"Common Stock","cusip":"11135F101","value":57996,"shares":154,"shareType":"SH"},{"issuer":"VANGUARD FTSE","titleOfClass":"MF Closed and MF Open","cusip":"922042775","value":57704,"shares":689,"shareType":"SH"},{"issuer":"AMPLIFY CWP","titleOfClass":"MF Closed and MF Open","cusip":"032108722","value":56700,"shares":1350,"shareType":"SH"},{"issuer":"LOCKHEED MARTIN","titleOfClass":"Common Stock","cusip":"539830109","value":56550,"shares":111,"shareType":"SH"},{"issuer":"GUGGENHEIM STRATEGIC","titleOfClass":"MF Closed and MF Open","cusip":"40167F101","value":54600,"shares":5000,"shareType":"SH"},{"issuer":"COSTCO WHOLESALE","titleOfClass":"Common Stock","cusip":"22160K105","value":54227,"shares":58,"shareType":"SH"},{"issuer":"FIRST TRUST","titleOfClass":"MF Closed and MF Open","cusip":"33738R753","value":53985,"shares":1467,"shareType":"SH"},{"issuer":"BARINGS BDC","titleOfClass":"Common Stock","cusip":"06759L103","value":53689,"shares":6301,"shareType":"SH"},{"issuer":"ISHARES 1-5","titleOfClass":"MF Closed and MF Open","cusip":"464288646","value":53249,"shares":1016,"shareType":"SH"},{"issuer":"COHEN & STEERS","titleOfClass":"MF Closed and MF Open","cusip":"19248A109","value":52421,"shares":1900,"shareType":"SH"},{"issuer":"RTX CORP","titleOfClass":"Common Stock","cusip":"75513E101","value":52301,"shares":276,"shareType":"SH"}]},"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}