MWA INVESTMENTS, LLC

MWA INVESTMENTS, LLC of WHITE STONE, VA is an SEC-registered investment adviser (CRD 156685). Regulatory assets under management: $250.4M.

Registration

• CRD: 156685
• SEC file number: 801-135701
• Type: Registered investment adviser
• Location: 127 TABBS CHOICE ROAD, WHITE STONE, VA, 22578
• Phone: 804-761-1969
• Latest filing: 2026-03-16
• Regulatory AUM: $250.4M
• Discretionary AUM: $250.4M
• Clients: 1
• Accounts: 41

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 156685 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search