Overview
Assets Under Management: $250 million
Headquarters: WHITE STONE, VA
High-Net-Worth Clients: 32
Average Client Assets: $7.5 million
Frequently Asked Questions
MWA INVESTMENTS, LLC 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 #156685), MWA INVESTMENTS, LLC is subject to fiduciary duty under federal law.
MWA INVESTMENTS, LLC is headquartered in WHITE STONE, VA.
MWA INVESTMENTS, LLC serves 32 high-net-worth clients according to their SEC filing dated March 16, 2026. View client details ↓
According to their SEC Form ADV, MWA INVESTMENTS, LLC offers financial planning and portfolio management for individuals. View all service details ↓
MWA INVESTMENTS, LLC manages $250 million in client assets according to their SEC filing dated March 16, 2026.
According to their SEC Form ADV, MWA INVESTMENTS, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 32
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 95.59%
Average Client Assets: $7.5 million
Total Client Accounts: 41
Discretionary Accounts: 41
Regulatory Filings
CRD Number: 156685
Filing ID: 2074081
Last Filing Date: 2026-03-16 16:00:04