MWA Asset Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$302,249,562
Clients
180
52% high-net worth
Advisors
2
of 2 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Clients per advisor
90
HighAverage account size
$1,679,164
About
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.
Client services
Expertise
Fee options
$75 annual account maintenance fee (paid by certain clients for performance reporting technology)
Account minimum: $500,000
Main office location
MWA Asset Management
55 Ferncroft Road, Suite 305
Danvers MA 01923, United States
Number of offices
1
Most active in
Florida · Massachusetts · New Hampshire · New Jersey · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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