Investment adviser · CRD 112630
MWA FINANCIAL SERVICES, INC.
Investment adviser filing (IA)
ROCK ISLAND, IL, United States · Form ADV filed May 1, 2026
- Regulatory AUM
- $640M Form ADV · Item 5.F
- Client accounts
- 3,724 Accounts, not individual clients
- Employees
- 721 Reported in this filing
- Advisory professionals
- 164 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 1,905 | $504,643,056 | 78.9% |
| High-net-worth individuals | 76 | $118,333,766 | 18.5% |
| Charities | 17 | $9,697,558 | 1.5% |
| Corporations & businesses | 14 | $7,315,464 | 1.1% |
Filing source
Form ADV 2102641 · May 1, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: May 1, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
1701 1ST AVENUEROCK ISLAND, IL, 61201, United States
CRD 112630
Filing source
Form ADV 2102641 · May 1, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.