Overview
- Headquarters
- Danvers, MA
- Total Firm Assets
- $306 million
- Average High-Net-Worth Client Portfolio Size
- $2.9 million
Recent Rankings
Forbes 2025: 147
View complete rankings
Compare fees: lowest-fee advisors in Massachusetts for
$2M portfolios · $10M portfolios
- High-Net-Worth Share of Firm Assets
- 87.68%
- Number of High-Net-Worth Clients
- 93
- Total Client Accounts
- 433
- Discretionary Accounts
- 433
Services Offered
Services:
Portfolio Management for Individuals
Regulatory Filings
- SEC CRD Number
- 142912
View firm on SEC ↗
·
Current Form ADV (PDF) ↗
Frequently Asked Questions
Fee information for MWA Asset Management is available in its SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #142912), MWA Asset Management is subject to fiduciary duty under federal law.
MWA Asset Management is headquartered in DANVERS, MA.
MWA Asset Management serves 93 high-net-worth clients according to their SEC filing dated March 3, 2026. View client details ↓
MWA Asset Management manages $306 million in client assets according to their SEC filing dated March 3, 2026.
According to their SEC Form ADV, MWA Asset Management serves high-net-worth individuals. View client details ↓