Morgan Alley
MWA Investments · White Stone, Virginia
Morgan Alley is a fee-only financial advisor at MWA Investments in White Stone, Virginia, who holds the CFP credential. MWA Investments reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | MWA Investments |
|---|---|
| Based in | White Stone, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $250.4M across 41 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in LA, VA · CRD 5894579 |
| Firm size | 1 employee |
| Disclosures | None reported |
How Morgan's firm compares
- MWA Investments's average account is about $6.1 million, from its Form ADV (assets managed divided by 41 accounts).
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Questions about Morgan
Is Morgan Alley a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Morgan holds no broker registration, and MWA Investments reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Morgan charge for financial advice?
Morgan's firm, MWA Investments, reports charging a percentage of assets on its SEC Form ADV.
Where is Morgan Alley based?
Morgan Alley is based in White Stone, Virginia.
What credentials does Morgan Alley hold?
Morgan Alley holds the CFP credential.
Is Morgan Alley registered with the SEC?
Yes. Morgan Alley is registered as an investment adviser representative in LA and VA (CRD 5894579), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does MWA Investments manage?
MWA Investments reports $250.4M across 41 accounts in assets under management.
How do I contact Morgan Alley?
Contact details aren't on file yet. Search for MWA Investments.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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