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MWA ASSET MANAGEMENT

DANVERS, MA · CRD 142912 · IAPD ↗ · mwa-am.com · 781-263-1600

$305.5MRegulatory AUM
2Advisory reps
2Employees
0Clients
0Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
November 2024 — MWA ASSET MANAGEMENT moved its main office from LEXINGTON, MA to DANVERS, MA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
60
April 2024 — MWA ASSET MANAGEMENT reported RAUM up 25% ($184.6M -> $231.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.