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Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 9 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does MRWM Advisors have?","answer":"MRWM Advisors has 4 investment adviser representatives registered with state securities authorities, out of 5 employees, and 4 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.","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 MRWM Advisors invest in?","answer":"At the end of its last fiscal year, MRWM Advisors’ separately managed accounts held 37% exchange-traded equities, 23% non-exchange-traded equities, 17% state and local bonds, 13% cash and equivalents, 7% registered funds (mutual funds, ETFs, BDCs), 2% pooled vehicles (private funds and similar) and 1% U.S. government and agency bonds.","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 MRWM Advisors?","answer":"MRWM Advisors is owned through a holding company by James Hackney. 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