Mwa Investments, LLC

Mwa Investments, LLC (CRD# 156685) is a financial advisory firm headquartered in White Stone, VA. They manage $63,699,894 in 30 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
678 Rappahannock Drive, White Stone, VA 22578
By the Numbers
  • Total Assets Under Management
    64
    MILLION
  • Total Number of Accounts
    30
    ACCOUNTS
  • Average Account Value
    $2,123,330
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

LA, VA

Financial Advisors at Mwa Investments, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Morgan Alley, financial advisor White Stone VA
Morgan W. Alley
CRD#: 5894579
678 Rappahannock Drive, White Stone, VA 22578

Morgan Alley (CRD# 5894579) is an Investment Advisor Representative working at Mwa Investments, LLC in White Stone, VA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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