Mwa Investments, LLC: new SEC registration, $250M AUM, White Stone, VA
Mwa Investments, LLC (White Stone, Virginia): new SEC registration, $250M AUM, White Stone, VA. Its amount of 250 is above the median of 134 (74th percentile). Dated 209 days ago, it serves as a historical benchmark. Score 40/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 250 · 74th percentile of 1,149 NewRiaPulse records · 1.9x the median
Free preview: all 10 published fields of this record are shown below. Locked: 19 related VA NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Mwa Investments, LLC |
| Legal name | Mwa Investments, LLC |
| CRD | 156685 |
| Status | Approved |
| Registered with the SEC | 2026-04-09 |
| Latest Form ADV filing | 2026-03-16 |
| Location | White Stone, VA, United States |
| Regulatory AUM | $250,409,031 |
| Accounts | 41 |
| Employees | 1 |
| amount percentile | 74th of 1,149 (median 134, 1.9x median) |
| Peer records CSV (20 VA records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
Watch Mwa Investments, LLC
Free email alert. Alert me when this company gets a new filing, lien, permit, contract or expiry in this feed. One confirmation email; unsubscribe any time.
Free for 1 company. More companies from $9/mo (25), $49/mo (500 + CSV), $199/mo (500 + CSV + API). Cancel any time from the link in every email.
Free first: a 10-record sample of VA records
See the real columns before you buy. One confirmation email, nothing else unless you opt in.
Unlock Mwa Investments + all 20 VA records (CSV)
Instant CSV download · Card, Apple Pay, Google Pay or Link via Stripe · No account required
CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-04-09
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (VA first): Activ8 Family Office LLC · Bellars Harris Wealth Management · Steelhead Wealth Management · Wacona Capital, LLC · Piedmont Wealth Management · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
Is this your business? Add a "Listed on Zalwin" badge to your site
Paste this snippet into your website. It links to this public record; nothing is tracked on your site.
Peer benchmark and outreach value: Mwa Investments, LLC and 20 Virginia peers
- Virginia NewRiaPulse records like this one: 20
- Mwa Investments, LLC's amount: 74th percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Virginia peer: $4,000 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
40 / 100 Score
- $250M under management.
What is the NewRiaPulse record for Mwa Investments, LLC in White Stone, Virginia?
Mwa Investments, LLC received SEC registration as an investment adviser (2026-04-09) with $250,409,031 in regulatory assets under management, based in White Stone, VA.
How does Mwa Investments, LLC compare to other Virginia NewRiaPulse records?
Its amount of 250 sits in the upper half (74th percentile) of 1,149 records; the median is 134. It is 209 days old; check the official source for later updates before acting.
Mwa Investments, LLC vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Mwa Investments, LLC | White Stone, VA | 250 | 74th | 2026-04-09 |
| Herndon Plant Oakley LTD | Corpus Christi, TX | 155 | 58th | 2026-09-11 |
| Diversified Wealth Advisors, LLC | Kansas City, MO | 138 | 52nd | 2026-09-24 |
| Johnston Investment Counsel, LTD. | Peoria, IL | 125 | 44th | 2026-09-28 |
Related records
- Legacy Partners Financial Group, LLC
- Johnston Investment Counsel, LTD.
- Diversified Wealth Advisors, LLC
- Knecht Capital Management, LLC
- Crosspoint Capital Management
- Crafted Finance, LLC
- Leonard Advisory Group LLC
- Wealthlynk, INC.
- Cs Tomasi Wealth Management
- Wealth Strategies Group
- Endeavor Advisors LLC
- Herndon Plant Oakley LTD
NewRiaPulse: $100M-$500M NewRiaPulse: records in Virginia NewRiaPulse: Approved
Cross-dataset signals in Virginia
Newly funded companies in Virginia (SEC Form D) (14) IpoFilingPulse: records in Virginia (10)
More Virginia public-record feeds
Nursing Home Inspection Deficiencies by State & Severity in Virginia New MSHA Citations at Mines & Quarries by State in Virginia Credit Union Quarterly Changes, Mergers & New Charters (NCUA Call Reports) in Virginia Newly Posted IRS Automatic Revocations of Tax Exemption in Virginia Largest U.S. Greenhouse Gas Emitters by Company, Sector & State (EPA GHGRP) in Virginia New Federal, Colorado, NYC & Chicago Lobbying Clients in Virginia New Trucking Company Registrations in Virginia School & Library E-Rate Contracts Up for Rebid in Virginia
How to monitor Mwa Investments, LLC and peer approved records
Get new NewRiaPulse records like Mwa Investments, LLC by email (free, weekly)
We email one confirmation link now; the weekly digest starts only after you confirm. One-click unsubscribe in every email.
Double opt-in: nothing is sent until you click the confirmation link. One-click unsubscribe.
Get new RIAs in your territory
NewRiaPulse emails newly registered advisers matching your states and AUM range each month.
✓ Read-only, live public data · Key and unlock right after payment · Card, Apple Pay, Google Pay or Link via Stripe · Refunds on request within 14 days
From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.