Mwa Investments, LLC
● SEC registered since 2026CRD 156685SEC# 801-135701White Stone, VA
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| Name | Title | Ownership | Since |
|---|---|---|---|
| Morgan Wade Alley Control | Manager | Over 75% | 2011 |
| Thomas Michael Hendell | Cco | Under 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
| Address | 127 Tabbs Choice Road, White Stone, VA 22578 |
| Phone | 804-761-1969 |
| Office hours | 8a.m. -5p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$250.4MNo change
Feb '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 68%
Larger than 32% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$250.4Mregulatory AUM
Discretionary $250.4M