MWA Asset Management
Firm details
- Headquarters
- Danvers, Massachusetts
- CRD number
- 142912
- Registered since
- March 19, 2018
- Website
- www.mwa-am.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI87.68%
- Individuals11.25%
- Pension & Profit Sharing Plans1.07%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
MWA Asset Management is an independent, SEC-registered registered investment adviser founded in 2018 and owned by an individual principal. The firm focuses on fee-based portfolio management for individual and family clients and small businesses, charging a mix of percentage-of-AUM and fixed fees. It identifies as an independent RIA rather than a capital allocator or pension consultant, and it does not market itself as an ESG-focused or multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities68%
- Investment Grade Corp Bonds11%
- Cash & Cash Equivalents7%
- State & Local Bonds6%
- Public Funds/Mutual Funds3%
Contacts
2 of 2
Michael Capobianco
Financial AdvisorCRD 2159543
Randall Tavilla
Director, Portfolio ManagerCRD 4536334
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 69Active vs passive
$41.3M in ETFs
94%
$38.9M
1%
$2.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES RUSSELL MID-CAP GROWTH ETF (IWP) | BlackRock | Passive | Mid Cap Growth | $2.1M | 14,614 | 5.19% |
Location
Danvers, MA
Essex
Location
Danvers, MA
Headquartered in Danvers, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Essex
- Address
- 55 Ferncroft Rd
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Stonehearth Capital Management
RIADanvers, MA
Butterworth Financial LLC
RIADanvers, MA
Paramount Financial
RIADanvers, MA
Fg&G Financial Services, LLC
RIADanvers, MA
Sherr Financial Associates
RIADanvers, MA
Finer Wealth Management, Inc.
RIASalem, MA