MWA Asset Management
SEC RegisteredAbout the firm
MWA Asset Management is an SEC registered investment advisor (RIA) firm providing financial consulting services. Their services are designed to meet each client's specific needs in the investment management process, with a focus on building portfolios of individual equities and fixed income securities.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment management, financial consulting, precise investment planning, hands-on advisory partnership, and administrative support. Portfolios are customized for each client using individual equities and fixed income securities, avoiding mutual funds and annuities. The firm also works with clients' legal and tax advisors and can refer clients to other professionals as needed.
Who they serve
Individual households, trusts, endowments, pension plans, and small businesses, including closely held businesses and high net worth individuals.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 87 | $34M |
| High Net Worth Individuals | 93 | $268M |
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
Data as of March 3, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. MWA Asset Management has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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