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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| MW Investment Strategy
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|---|---|
| CRD # | 118433 |
| SEC # | 801-112626 |
| CIK # | |
| AUM | $40.3 M (2025-05-20) |
| Employees | 6 (100% Investors, 0% Brokers) |
| Phone | 916-608-4284 |
| Address | 4370 Town Center Blvd El Dorado Hills, CA 95762 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 34 | 8.4 |
| (b) Individuals (high net worth individuals) | 14 | 31.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.3 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 49 | 40.3 |
| By Discretionary | ||
| Discretionary | 49 | 40.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 49 | 40.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 40.3 | |
| Total | 49 | 40.3 |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
van Hulzen Asset Management LLC
✚
|
CA | 1.9 |
|
MW Investment Strategy
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|
CA | 0.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Stringer Asset Management LLC
✚
|
TN | 0.0 |
|
Dominari Securities LLC
✚
|
NY | 0.0 |
|
Generation PMCA Corp
✚
|
0.0 | |
|
Volumetric Advisers Inc
✚
|
0.0 | |
|
Lake Water Capital LLC
✚
|
0.0 | |
|
Alexander Beard USA Inc
✚
|
0.0 | |
|
Lincolnbridge Financial Planning LLC
✚
|
IL | 0.0 |
|
NGC Financial LLC
✚
|
NY | 0.0 |
|
Old Bridge Wealth Inc
✚
|
NY | 0.0 |
|
Fundamental Investment Services LLC
✚
|
0.0 |