MWA INVESTMENTS, LLC

Overview

MWA Investments, LLC is an independent registered investment adviser organized as a limited liability company that provides fee-based portfolio management and financial planning primarily to individuals, families and small businesses. The firm operates with a concentrated equity bias, allocating the bulk of client assets to exchange-traded equities and related liquid instruments. Its advisory practice sits alongside a law-firm business activity, suggesting the firm serves clients who may need integrated wealth, tax and legal planning. MWA Investments runs predominantly discretionary mandates and prices services on a percentage-of-assets basis. The ADV indicates the firm is not an active ESG investor and does not function as a pension consultant or multi-state adviser. Client focus and product choices point toward high-net-worth relationships that favor tradable equity exposure combined with select alternative real estate allocations.

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Public Holdings

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Location & Offices