Assets Under Management
$1.0B
Number of Clients
384
Number of Advisors
11
Average Client AUM
$2.6M
AUM per Advisor
$92.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
MWAM offers asset management and investment consulting services to various clients, helping them meet financial goals while considering risk tolerance and time horizons. They provide financial planning, retirement plan consulting, pooled investment vehicles, and crypto advisory services. MWAM is affiliated with several entities providing ancillary business lines.
1999 Avenue of the Stars, Suite 2500, Los Angeles, CA, 90067