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MWA Investments, LLC

MWA Investments, LLC. CRD 156685

MWA Investments, LLC logo

CRD: 156685

MWA Investments, LLC

$250.4M Total AUM
$250.4M Disc. AUM
-- 3Y CAGR
1 Employees
76 ADV. Clients
15 yrs Firm Age

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Firm Details

Custodian
--
Clients
Retail and Institutional
Platforms
--
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.

Reported data analysis

What the numbers show

Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.

The firm reports 1 advisory representatives and 76 clients, or 76 clients per representative. That equates to $3.3M in reported AUM per client.

The profile lists 1 reported office location and 15 years in operation. The source data was last updated on March 16, 2026. Figures reflect reported regulatory data and may not include subsequent changes.

Team overview

-- AVG AGE
$250.4M AVG AUM / ADVISOR
$3.3M AVG AUM / CLIENT
8.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
15yrs Firm Age

Additional firm insights

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Available data coverage

  • Asset Classes
  • Client Personas
  • Custodian
  • Investment Themes
  • Investment Vehicles
  • Services

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Owner & Executives

M

MORGAN WADE ALLEY

Manager

CRD
#5894579
Ownership
75% or more
T

THOMAS MICHAEL HENDELL

Chief Compliance Officer

CRD
--
Ownership
Less than 5%

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-16-2026
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

SMA allocation detail is available

MWA Investments, LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.

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