Mwa Financial Services, INC.
Rock Island, IL·SEC-registered · CRD #112630
Mwa Financial Services, INC. is an SEC-registered investment advisory firm in Rock Island, IL managing $640M across 7.4k client accounts, with 164 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$640M
Client accounts
7.4k
Advisory staff
164
Fee model
Fee-based
How Mwa Financial Services, INC. is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
BEFORE YOU CALL MWA FINANCIAL SERVICES, INC.
See how Mwa compares to your best-matched advisor
Answer a few questions and we'll match you with vetted fiduciary advisors screened for your goals, assets, and fees — then you can compare them side by side with Mwa Financial Services, INC.. Free, about 2 minutes, no obligation.
Client reviews
No reviews yet
Worked with Mwa Financial Services, INC.? Be the first to share your experience — every review is verified by a human before publishing.
Reviews are written by site users and human-moderated for authenticity; they are never provided or paid for by the firm. Star ratings reflect only published user reviews on AdvisoryReviews.
Common questions about Mwa Financial Services, INC.
How much does Mwa Financial Services, INC. manage?
Per its most recent SEC Form ADV filing (05/01/2026), Mwa Financial Services, INC. reports $640M in regulatory assets under management across roughly 7.4k client accounts.
How does Mwa Financial Services, INC. charge?
Mwa Financial Services, INC. is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Mwa Financial Services, INC. a fiduciary?
Yes. Mwa Financial Services, INC. is registered with the U.S. Securities and Exchange Commission (CRD #112630), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Mwa Financial Services, INC. taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Mwa Financial Services, INC. and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Rock Island, IL
Profile compiled from Mwa Financial Services, INC.'s public SEC Form ADV filing (CRD #112630, filed 05/01/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Mwa Financial Services, INC.. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Mwa Financial Services, INC.? Claim this profile.