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MWA INVESTMENTS, LLC

WHITE STONE, VA · CRD 156685 · IAPD ↗ · 804-761-1969

$250.4MRegulatory AUM
1Advisory reps
1Employees
38Clients
0Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

98
May 2026 — MWA INVESTMENTS, LLC (WHITE STONE, VA) is newly SEC-registered with $250.4M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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