MPWA Inc

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Assets, Funds, Holdings

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MPWA Inc
CRD #148484
SEC #801-116958
CIK #
AUM $190.7 M (2025-03-31)
Employees 4 (75% Investors, 0% Brokers)
Phone661-395-9400
Address2000 Oak Street
Bakersfield, CA 93301
Source [IAPD] [Website]
Total AUM ($M)
200160120804002008201420202026
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 320 63.7
(b) Individuals (high net worth individuals) 16 42.9
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 3 1.8
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 6 82.4
(n) Other 0 0.0
Total 591 190.7
By Discretionary
Discretionary 591 190.7
Non-Discretionary 0 0.0
Total 591 190.7
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 190.7
Total 591 190.7
Comparable Firms State AUM ($B)
The Wealth Conservancy Inc
CO 0.2
Superior Planning LLC
CA 0.2
Bayntree Wealth Advisors LLC
AZ 0.2
Strategic Financial Planning Inc
TX 0.2
Chicago Investment Advisory Council Inc
IL 0.2
Providence Financial and Insurance Services Inc
CA 0.2
Integrated Wealth Management Inc
OH 0.2
Covingtonalsina LLC
FL 0.2
Sensenig Capital Advisors Inc
PA 0.2
Cygnet Financial Planning Inc
MI 0.2
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