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MUSIC ROW WEALTH MANAGEMENT
Legal name: MRWM ADVISORS, LLC
CRD 288944File 801-110818
APPROVED
Retail clients
Custody
Filing as of Mar 9, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$431.7M
Below cohort median (national)
Discretionary AUM
$431.7M
Clients
349
1,068 accounts
Employees
5
Above cohort median in TN
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Jul 14, 2017
- Principal office
- 1614 16TH AVENUE SOUTH, NASHVILLE, TN, 37212
- Phone
- (615) 647-5882
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $431.7M
- Discretionary AUM
- $431.7M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,068
- Non-discretionary accounts
- 0
- Total accounts
- 1,068
- AUM per client
- $1.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $17.9M |
| High net worth individuals | 56 | $300.3M |
| Banking or thrift institutions | Fewer than 5 | $577K |
| Pension and profit sharing plans | Fewer than 5 | $1.1M |
| Individuals (other than high net worth individuals) | 293 | $111.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 327 | 349 | increased by22 |
| Apr 1, 2026 | AUM | $397,183,090 | $431,661,454 | increased by$34,478,364 |
| Apr 1, 2026 | Accounts | 1,466 | 1,068 | decreased by398 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 6 | 5 | decreased by1 |
| Dec 1, 2025 vs May 1, 2025 | Clients | 314 | 327 | increased by13 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $355,893,968 | $397,183,090 | increased by$41,289,122 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 1,137 | 1,466 | increased by329 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 5 | 6 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,110 | 314 | decreased by796 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $290,816,864 | $355,893,968 | increased by$65,077,104 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,110 | 1,137 | increased by27 |
| Aug 1, 2022 | Employees | 6 | 5 | decreased by1 |
| Apr 1, 2022 | Clients | 1,005 | 1,110 | increased by105 |
| Apr 1, 2022 | AUM | $223,086,131 | $290,816,864 | increased by$67,730,733 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “MUSIC ROW” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“MUSIC ROW” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.