Mwa Financial Services, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Rock Island, IL. Its latest Form ADV filing, dated April 30, 2026, reports $640M in regulatory assets under management, 721 employees, 104 offices, and 3,724 accounts.
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 94.7% of total clients.
Top client categories% of clientsClients
1
Individuals
94.7%
1,905
2
HNWI
3.8%
76
3
Charitable
0.8%
17
4
Corporations
0.7%
14
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$640Mas of May 1, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$640M
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$640M
Total Accounts3,724
10Y AUM Change+$629M (+5491.1%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees721
Clients per Employee3:1
10Y Employee Change-44 (-5.8%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.