MWA INVESTMENTS, LLC
Total AUM
$250.4M
Employees
1Clients
38Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
127 TABBS CHOICE ROAD
WHITE STONE
VA 22578
United States
WHITE STONE
VA 22578
United States
Operating Hours
8AM -5PM
Monday - Friday
Monday - Friday
Phone
804-761-1969
Financials
Total AUM
$250.4M
Accounts
41Discretionary
$250.4M
Accounts
41Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
4AUM
$1.3M
HNW Individual Clients
32AUM
$239.4M
Charitable Organization Clients
1AUM
$2.4M
Corporation or Business Clients
1AUM
$7.4M
Services
Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
LASCVA
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.