MWA ASSET MANAGEMENT
Firm details
- Headquarters
- DANVERS, Massachusetts
- CRD number
- 142912
- Registered since
- March 19, 2018
- Website
- www.mwa-am.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI87.68%
- Individuals11.25%
- Pension & Profit Sharing Plans1.07%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
MWA Asset Management is a privately owned corporate RIA that has been SEC-registered since 2018. The firm focuses on portfolio management for individuals and small businesses and primarily serves individual and family clients. Its fee model combines a percentage-of-AUM component with fixed fees. MWA does not identify as an active ESG investor, does not operate as a multi-state adviser, and is not positioned as a pension consultant or capital allocator. The adviser lists its core offering as discretionary portfolio management for private clients. Industry affiliations are limited to adviser networks rather than broader institutional channels, and the firm reports an owner-type of an individual rather than a corporate parent or registered broker-dealer.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities68%
- Investment Grade Corp Bonds11%
- Cash & Cash Equivalents7%
- State & Local Bonds6%
- Public Funds/Mutual Funds3%
Contacts
2 of 2MICHAEL CAPOBIANCO
Financial AdvisorCRD 2159543
RANDALL TAVILLA
Director, Portfolio ManagerCRD 4536334
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 96Active vs passive
$43.3M in ETFs
92%
$39.8M
3%
$3.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES RUSSELL MID-CAP GROWTH ETF (IWP) | BlackRock | Passive | Mid Cap Growth | $1.9M | 14,837 | 4.39% |
Location
DANVERS, MA
ESSEX
Location
DANVERS, MA
Headquartered in DANVERS, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- ESSEX
- Address
- 55 Ferncroft Rd
- Time zone
- ET (UTC-5)
- Office locations
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