Adam Wolf
Investment adviser representative at Mwa Financial Services, Inc.
10 yearsExperience
2 statesRegistered in
$640MFirm assets
10 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Mwa Financial Services Inc.Jan 2025 to now
- Modern Woodmen of AmericaApr 2024 to now
- Snooze An A.M. EateryDec 2022 to Apr 2024
- Desert Mountain ClubFeb 2022 to Dec 2022
- Kelly's TaphouseApr 2021 to Jan 2022
- Presbyterian HomesOct 2020 to Apr 2021
- Nova Restaurant GroupSep 2019 to Sep 2020
- Clive's RoadhouseApr 2016 to Sep 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 2 states (AZ, NM).
Mwa Financial Services, Inc.
$640MAssets managed
2,012Clients
213Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 8033815
- Firm CRD
- 112630