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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| MWA Financial Services Inc
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| CRD # | 112630 |
| SEC # | 801-107091 |
| CIK # | |
| AUM | $376.9 M (2025-06-05) |
| Employees | 674 (20% Investors, 90% Brokers) |
| Phone | 309-558-3100 |
| Address | 1701 1st Avenue Rock Island, IL 61201 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,223 | 296.0 |
| (b) Individuals (high net worth individuals) | 49 | 66.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 13 | 8.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 13 | 5.9 |
| (n) Other | 0 | 0.0 |
| Total | 2,298 | 376.9 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 2,298 | 376.9 |
| Total | 2,298 | 376.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 376.9 | |
| Total | 2,298 | 376.9 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Holistic Financial Partners LLC
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|
IN | 0.4 |
|
Lincoln Capital Corporation
✚
|
RI | 0.4 |
|
Rinkey Investments
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|
CA | 0.4 |
|
Strategic Asset Management Group Advisors Inc
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|
FL | 0.4 |
|
LPWM LLC
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|
MN | 0.4 |
|
Rhodes Investment Advisors Inc
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|
TX | 0.4 |
|
J Stern & Co LLC
✚
|
NY | 0.4 |
|
Alpha Financial Partners LLC
✚
|
KY | 0.4 |
|
Symphony Financial Services Inc
✚
|
OH | 0.4 |
|
Serenity Investment Advisors LLC
✚
|
IL | 0.4 |