Nathan
Millerbernd

Mwm Wealth Advisory, LLC

CRD#4016340
Investment Advisor
in Minneapolis, MN

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About this Advisor

Nathan Millerbernd is a financial advisor based in Minneapolis, Minnesota, working with Mwm Wealth Advisory, LLC. Nathan has previously held positions at Rivercrest Financial Group LLC, Millerbernd Wealth Management, Hogan, Millerbernd & Assoc, Voya Financial Advisors, Harbour Investments, Inc, Mwm Wealth Advisory, LLC, Millerbernd Holdings LLC, Greenfield Harvest, LLC, and N8 Vacation Properties, LLC. Nathan has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Minnesota and Texas. Currently, Nathan is part of Mwm Wealth Advisory, LLC, which operates out of Minneapolis, Minnesota. The firm has one employee and manages assets totaling $119.1 million. The firm serves high-net-worth clients and offers services such as portfolio management for individuals and small businesses, as well as pension consulting services. The fee structure at Mwm Wealth Advisory, LLC is asset-based.

Certifications and Registrations

Series 63, Series 66

Services Offered

Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets

Office Location

18200 45Th Ave North Suite 100A
Minneapolis, MN 55446

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Mwm Wealth Advisory, LLC Brokerage Details

Total Assets Under Management

$119,100,000

MN Average: $5,289,111,388
Total Number of Employees

1

MN Average: 157
Total Number of Accounts

361

MN Average: 8,262
Average Account Size

$329,917

MN Average: $640,173

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Nathan Millerbernd Work History

2024 - Present (1 year)

N8 Vacation Properties, LLC

2023 - Present (2 years)

Millerbernd Holdings LLC

2023 - Present (2 years)

Greenfield Harvest, LLC

2017 - Present (8 years)

Mwm Wealth Advisory, LLC

2009 - Present (16 years)

Millerbernd Wealth Management

2017 - 2021 (4 years)

Harbour Investments, Inc

2009 - 2023 (14 years)

Rivercrest Financial Group LLC

2009 - 2016 (7 years)

Hogan, Millerbernd & Assoc

2005 - 2017 (12 years)

Voya Financial Advisors

Disclosures

Please visit the SEC profile of Nathan Millerbernd to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Mwm Wealth Advisory, LLC

Nathan Millerbernd
Minneapolis, MN

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