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Mwa Investments, LLC

● SEC registered since 2026CRD 156685SEC# 801-135701White Stone, VA
Export (members)
Reg. AUM
$250.4M
Employees
1
Accounts
41
Location
White Stone, VA

Mwa Investments, LLC assets under management

Mwa Investments, LLC is an investment advisory firm registered with the SEC based in White Stone, VA. The firm has been registered since 2026. It reports $250.4 million in regulatory assets under management and employs 1 people.

Mwa Investments, LLC owners & executives

2 reported
NameTitleOwnershipSince
Morgan Wade Alley ControlManagerOver 75%2011
Thomas Michael HendellCcoUnder 5%2026

Frequently asked questions

How much does Mwa Investments, LLC manage?

Mwa Investments, LLC reports $250.4 million in regulatory assets under management on its Form ADV.

How many employees does Mwa Investments, LLC have?

Mwa Investments, LLC reports 1 employees.

Where is Mwa Investments, LLC located?

Mwa Investments, LLC is based in White Stone, VA and has been SEC-registered since 2026.

Does Mwa Investments, LLC disclose fund performance?

Mwa Investments, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address127 Tabbs Choice Road, White Stone, VA 22578
Phone804-761-1969
Office hours8a.m. -5p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$250.4M
Non-discretionary$0
Total (RAUM)$250.4M