Nathan David Millerbernd
Investment adviser representative at Mwm Wealth Advisory, LLC
21 yearsExperience
2 statesRegistered in
$144.4MFirm assets
1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
21 years in the industry.
- N8 Vacation Properties, LLCJul 2024 to now
- Greenfield Harvest, LLCJul 2023 to now
- Millerbernd Holdings LLCJun 2023 to now
- Mwm Wealth Advisory, LLCMay 2017 to now
- Millerbernd Wealth ManagementApr 2009 to now
- Harbour Investments, IncMay 2017 to Dec 2021
- Rivercrest Financial Group LLCAug 2009 to Jun 2023
- Hogan, Millerbernd & Assoc.Jul 2009 to Dec 2016
- Voya Financial AdvisorsNov 2005 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 2 states (MN, TX).
Mwm Wealth Advisory, LLC
$144.4MAssets managed
204Clients
1Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4016340
- Firm CRD
- 287705