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MWA FINANCIAL SERVICES, INC.
CRD 112630 · SEC 801-107091
1701 1ST AVENUE, ROCK ISLAND, IL, 61201, United States
Phone
309-558-3100
Fax
309-558-3150
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$640.0M
Discretionary AUM
$0
Team
721 total employees; 164 advisory reps; 51 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-05-01
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1905 | $504.6M |
| High net worth individuals | 76 | $118.3M |
| Charitable organizations | 17 | $9.7M |
| Corporations/business entities | 14 | $7.3M |
States served
VT, AL, AK, AZ, AR, CA, CO, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, TN, UT, VA, WV, WI, WY, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD