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MW INVESTMENT STRATEGY

CRD 118433 · SEC 801-112626

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4370 TOWN CENTER BLVD., SUITE 220, EL DORADO HILLS, CA, 95762, United States

Phone

(916) 608-4284

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$42.8M

Discretionary AUM

$42.8M

Team

6 total employees; 6 advisory reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Corporation

Filing date

2026-03-19

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Selection of other advisers

Client types

TypeClientsAUM
High net worth individuals28$42.5M

States served

CA

All web addresses on file

Official SEC filing: View on IAPD