MWM Advisory Group, LLC

Overview

MWM Advisory Group, LLC is a state registered investment adviser based in Valparaiso, IN, registered since 2020. It reports $39.4M in assets under management across 360 accounts, with 3 employees. It has 1 investment adviser representatives.

Reported AUM

$39.4M

Discretionary

100%

Accounts

360

Average account

$109K

Employees

3

Advisory reps

1

Registered since

2020

Jurisdictions

2

As reported in the firm's April 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business

Client types

• Corporations/Businesses
• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 2 of 2

• Amber Faith Murphy Managing Member CRD 6817235
• Joseph Richard Murphy Managing Member, Chief Compliance Officer CRD 3241119

Advisory reps 1 of 1

• Joseph Richard Murphy Insurance Agent · Investment Adviser Rep CRD 3241119

Location

Headquarters

332 W US Highway 30 Ste B
Valparaiso, IN 46385

County

Porter

Metro area

Chicago-Naperville-Elgin, IL-IN-WI

Region

Midwest

Registrations

• State registered
• Registered in 2 jurisdictions
• Website: mwmfinancial.tax

Every state, with registration dates

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