Overview
Assets Under Management: $377 million
Headquarters: ROCK ISLAND, IL
High-Net-Worth Clients: 49
Average Client Assets: $1 million
Frequently Asked Questions
MWA FINANCIAL SERVICES, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #112630), MWA FINANCIAL SERVICES, INC. is subject to fiduciary duty under federal law.
MWA FINANCIAL SERVICES, INC. is headquartered in ROCK ISLAND, IL.
MWA FINANCIAL SERVICES, INC. serves 49 high-net-worth clients according to their SEC filing dated June 05, 2025. View client details ↓
According to their SEC Form ADV, MWA FINANCIAL SERVICES, INC. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
MWA FINANCIAL SERVICES, INC. manages $377 million in client assets according to their SEC filing dated June 05, 2025.
According to their SEC Form ADV, MWA FINANCIAL SERVICES, INC. serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 49
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 17.55
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 2,298
Non-Discretionary Accounts: 2,298
Regulatory Filings
CRD Number: 112630
Filing ID: 1995978
Last Filing Date: 2025-06-05 11:01:00
Website: https://modern-woodmen.org