Mwp Advisory, LLC

MWP Advisory, LLC is a registered investment advisor established in May 2020, specializing in making equity investments in firms primarily engaged in wealth management services. As of December 31, 2024, MWP manages $1,270,859,486 in assets on a discretionary basis. The firm does not manage or place client assets into a wrap fee program. MWP does not charge a management fee but is reimbursed for expenses as disclosed in the Offering Documents. Investors in the Company must meet specific criteria and the minimum subscription for interests is $5,000,000. MWP's investment strategy focuses on equity and equity-like investments in wealth management firms, emphasizing strong recurring cash flow and value appreciation. The firm discloses potential risks, including the loss of capital and liquidity risks. MWP has not been subject to any legal, regulatory, or disciplinary events. The firm has implemented a Code of Ethics and allows Supervised Persons to trade in the same securities recommended to investors, with oversight to mitigate conflicts of interest. MWP does not use brokers for securities transactions and may execute principal transactions in the Company to act in the best interest of investors. The firm monitors investments regularly and provides audited financial statements to investors. MWP has custody over the Company's assets and exercises full discretion in managing investments. The firm does not typically hold publicly traded securities and does not assume proxy voting responsibility. MWP and its management have no adverse financial conditions that would impair their obligations to the Company.