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| Keyboard |
| MW Investment Strategy
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|---|---|
| CRD # | 118433 |
| SEC # | 801-112626 |
| CIK # | |
| AUM | 42.8 M (2026-03-19) |
| Employees | 6 (100% Investors, 0% Brokers) |
| Phone | 916-608-4284 |
| Address | 4370 Town Center Blvd El Dorado Hills, CA 95762 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 28 | 42.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.3 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 45 | 42.8 |
| By Discretionary | ||
| Discretionary | 45 | 42.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 45 | 42.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.4 | |
| United States Persons | 42.4 | |
| Total | 45 | 42.8 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Institutional, Retail |
| Related Firms | State | AUM |
|---|---|---|
|
van Hulzen Asset Management LLC
✚
|
CA | 2,143.3 M |
|
MW Investment Strategy
✚
|
CA | 42.8 M |
| Comparable Firms | State | AUM |
|---|---|---|
|
Smart Portfolio LLC
✚
|
CA | 44.1 M |
|
Winthrop Partners - WPA LLC
✚
|
NY | 44.1 M |
|
Transparent Wealth Consulting LLC
✚
|
NY | 43.9 M |
|
Esoterica Capital LLC
✚
|
43.4 M | |
|
Franklin Parker Financial LLC
✚
|
43.0 M | |
|
A & L Personal Business Management LLC
✚
|
43.0 M | |
|
Generation PMCA Corp
✚
|
42.6 M | |
|
Guide Wealth Management LLC
✚
|
42.1 M | |
|
Acacia Grove Wealth Management LLC
✚
|
NY | 41.6 M |
|
American Northwest Advisory Services LLC
✚
|
WA | 41.3 M |