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MWA INVESTMENTS, LLC
CRD 156685 · SEC 801-135701
127 TABBS CHOICE ROAD, WHITE STONE, VA, 22578, United States
Phone
804-761-1969
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$250.4M
Discretionary AUM
$250.4M
Team
1 total employees; 1 advisory reps; 38 broker-dealer reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 4 | $1.3M |
| High net worth individuals | 32 | $239.4M |
| Charitable organizations | 1 | $2.4M |
| Corporations/business entities | 1 | $7.4M |
Official SEC filing: View on IAPD