Mwa Financial Services, Inc.
Mwa Financial Services, Inc. is an SEC-registered mass-market adviser in Rock Island, IL with $640.0M assets under management (AUM, regulatory AUM), +70% over one year. See who owns Mwa Financial Services, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 112630, SEC 801-107091, data through 2026-05-01.
- AUM (assets under management / regulatory AUM)
- $640.0M (2026-05-01)
- Firm type
- Mass-Market Adviser
- Location
- Rock Island, IL
- Employees
- 721
- Clients
- 2,012
- CRD
- 112630
- Ownership
- TSCHOPP, TYLER NICHOLAS; POGEMILLER, CLINT JOSEPH; VAN, BRETT MATTHEW; BOHNERT, LESTER LEE; JENSEN, DAWN M
How much AUM does Mwa Financial Services, Inc. have?
Mwa Financial Services, Inc. reported $640.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-01).
Who owns Mwa Financial Services, Inc.?
Disclosed owners and executives of Mwa Financial Services, Inc. include TSCHOPP, TYLER NICHOLAS, POGEMILLER, CLINT JOSEPH, VAN, BRETT MATTHEW, BOHNERT, LESTER LEE, JENSEN, DAWN M. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.