Mwa Investments, LLC
Mwa Investments, LLC (CRD# 156685) is a financial advisory firm headquartered in White Stone, VA. They manage $29,895,439 in 13 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management30MILLION
Total Number of Accounts13ACCOUNTS
Average Account Value$2,299,649
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
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. Morgan Alley has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.