$250.4M Total AUM
$250.4M Disc. AUM
-- 3Y CAGR
1 Employees
76 ADV. Clients
15 yrs Firm Age
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- Custodian
- --
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-10-2011
- Office Locations
- 1
Office Locations
127 Tabbs Choice Road White Stone VA
About MWA Investments, LLC
Murray Wise Associates specializes in land and agriculture investments, providing end-to-end support for acquisition, management, and disposition, including auction and agribusiness-related transactions. The team analyzes properties, structures solutions, and manages the sale process through close for retail and institutional clients seeking farmland/real-asset exposure. Publishes regular Iowa and Illinois land market reviews.
Team overview
-- AVG AGE
$250.4M AVG AUM / ADVISOR
$3.3M AVG AUM / CLIENT
8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
15yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
M
MORGAN WADE ALLEY
Manager
- CRD
- #5894579
- Ownership
- 75% or more
Available
Available
Available
T
THOMAS MICHAEL HENDELL
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $250,409,031 | $6,107,537 |
| Non-Discretionary | $0 | -- |
| Total | $250,409,031 | $6,107,537 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Municipal Bonds:
Available Cash:
Available Equity - OTC:
Available Corporate - Investment Grade:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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