The MMWKM ADVISORS, LLC is a privately held investment adviser that advises $3.59Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. MMWKM ADVISORS, LLC is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets decreased by 20.33% over the last 5-years.
The Group has been registered with the SEC for 15.33 years and is comprised of 1 filing and 0 relying advisers. They operate out of 12 office locations with their Headquarters at 2820 DALLAS PARKWAY, PLANO, TEXAS. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 126 employees comprised of 26 investment and 100 non-investment staff. The total number of Employees increased by 26% over the last 5-years.
Their $3.59Bn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 32 other accounts. Assets of High Net Worth Individuals clients own $1.99Bn or 55.47% of Total Assets and Individuals own $1.56Bn or 43.47% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 3 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses management fees.
MMWKM ADVISORS, LLC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.