A complete list of active advisors currently associated with MWA Asset Management

Warmer can help you find a great advisor at MWA Asset Management or one who fits your needs even better.

MWA Asset Management provides discretionary and non-discretionary asset management and financial planning to individuals (including high‑net‑worth clients), pensions, trusts, estates, and charitable organizations. The firm reports approximately $305.5 million in assets under management and typically requires a $500,000 minimum account size; fees are charged as a percentage of assets with quarterly billing. MWA customizes portfolios and asset allocation on a case‑by‑case basis, diversifying across asset classes to match client objectives, tax status, liquidity needs, and risk profiles. The firm uses internal analysis alongside third‑party research and tools (for example S&P, Bloomberg, Morningstar, Money Tree) and reviews client accounts at least weekly with formal portfolio reviews at least annually. A distinctive feature disclosed in the brochure is that a firm principal holds a minority ownership interest in another registered advisory firm, an affiliation that is relatively uncommon among peers. The firm also engages an independent solicitor to obtain new clients and uses third‑party performance reporting technology for which certain clients pay an annual maintenance fee that the firm remits to the vendor.

To learn more about the advisors currently working at MWA Asset Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.