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).

Current Firm Details
678 Rappahannock Drive, White Stone, VA 22578
By the Numbers
  • Total Assets Under Management
    30
    MILLION
  • Total Number of Accounts
    13
    ACCOUNTS
  • Average Account Value
    $2,299,649
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. 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
90
Wealthminder
score

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.

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