Assets Under Management
$440.1M
Number of Clients
412
Number of Advisors
5
Average Client AUM
$1.1M
AUM per Advisor
$88.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
MWA specializes in advising business leaders and their families at life's important transitional events. They offer customized strategies to accomplish client goals, focusing on extending time frames, diversifying globally, keeping costs low, and minimizing taxes. Their evidence-based investment approach uses CORE+ models.
1207 S. White Chapel Blvd, Suite 150, Southlake, TX, 76092