MRWM Advisors, LLC
MRWM Advisors, LLC is a Registered Investment Adviser (RIA) based in Albuquerque, New Mexico, serving individuals, families, and institutions. Founded in 1989, it is an independent advisory firm focused on fiduciary financial planning and investment management. The firm is staffed by credentialed professionals and is dedicated to providing objective advice tailored to clients’ specific needs.
Investment Strategy
MRWM Advisors utilizes a diversified, evidence-based investment approach designed to align with clients' long-term goals and risk tolerance. The firm constructs globally diversified portfolios, primarily using low-cost mutual funds and exchange-traded funds (ETFs), while emphasizing asset allocation, risk management, and tax efficiency. MRWM Advisors acts as a fiduciary, providing transparent advice without proprietary products or commission-based incentives.
Top Holdings
Equity Positions (72)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VTI | VANGUARD INDEX FDS | 14.19% | $22.7M | 74,635 | $288.91 | $303.93 | +$4.6M |
I IVV | ISHARES TR | 7.93% | $12.7M | 20,405 | $588.87 | $620.90 | +$2.9M |
S SGOL | ETFS GOLD TR | 6.73% | $10.8M | 341,012 | $26.03 | $31.54 | +$2.1M |
S SPY | SPDR S&P 500 ETF TR | 5.91% | $9.4M | 15,290 | $586.08 | $617.85 | +$660.6K |
V VXUS | VANGUARD STAR FDS | 5.05% | $8.1M | 116,824 | $64.23 | $69.09 | +$3.0M |