Mpwm Advisory Solutions LLC

Firm record

As recorded in SEC IAPD

Firm CRD

169885

SEC number

801-78961

Firm type

RIA

Assets under management

$326.9M as of Mar 30, 2026

Website

www.facebook.com/capstonefinancialadvisors ↗

Phone

678-566-4001

Address

8000 Avalon Blvd, Alpharetta, GA, 30009

Advisors at this firm

14 in our index · page 1 of 1

• John Cole BuffCRD 4932562 · Albany, NY
  IA RegisteredBroker
• Laura Roesel BrannenCRD 6952546 · Alpharetta, GA
  IA RegisteredBroker
• Troy Howell HutchinsonCRD 2209515 · Roswell, GA
  IA RegisteredBroker
• Tiffany Aymond KeefeCRD 7205846 · Alpharetta, GA
  IA RegisteredBroker
• Adam Ross LevyCRD 5421936 · New York, NY
  IA RegisteredBroker
  Disclosure event(s) on record
• Ginette MayerCRD 6619287 · Alpharetta, GA
  IA RegisteredBroker
  Disclosure event(s) on record
• Steven John MayerCRD 4138239 · Alpharetta, GA
  IA RegisteredBroker
  Disclosure event(s) on record
• Robert Jay MillerCRD 4332518 · Alpharetta, GA
  IA RegisteredBroker
• Brian Ashley MullinsCRD 2729906 · Oak Ridge, TN
  IA RegisteredBroker
  Disclosure event(s) on record
• Ryan MyrickCRD 6863881 · Alpharetta, GA
  IA RegisteredBroker
  Disclosure event(s) on record
• Philip John PetersenCRD 2625610 · Alpharetta, GA
  IA RegisteredBroker
• Wes PetersonCRD 4045943 · Alpharetta, GA
  IA RegisteredBroker
• Evelyn Steinman PerezCRD 7083932 · Alpharetta, GA
  IA RegisteredBroker
• Patrick Allan ThomasCRD 735354 · Alpharetta, GA
  IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.