|
⚲
|
| MWA Investments LLC
✚
|
|
|---|---|
| CRD # | 156685 |
| SEC # | 801-135701 |
| CIK # | |
| AUM | $250.4 M (2026-03-16) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 804-761-1969 |
| Address | 127 Tabbs Choice Road White Stone, VA 22578 |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 4 | 1.3 |
| (b) Individuals (high net worth individuals) | 32 | 239.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 2.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 7.4 |
| (n) Other | 0 | 0.0 |
| Total | 41 | 250.4 |
| By Discretionary | ||
| Discretionary | 41 | 250.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 41 | 250.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 250.4 | |
| Total | 41 | 250.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Graham Capital Wealth Management LLC
✚
|
DC | 0.3 |
|
Team Financial Group LLC
✚
|
CA | 0.3 |
|
Deane Retirement Strategies Inc
✚
|
LA | 0.3 |
|
LIG Capital Management LLC
✚
|
OK | 0.3 |
|
Mokan Wealth Management Inc
✚
|
KS | 0.3 |
|
Journey Beyond Wealth LLC
✚
|
GA | 0.3 |
|
Altura Wealth Advisors Inc
✚
|
CA | 0.3 |
|
Swiss USAdvisors Ltd
✚
|
0.2 | |
|
Investology Inc
✚
|
VA | 0.2 |
|
Oxenfree Capital LLC
✚
|
FL | 0.2 |