Mw Investment Strategy
Mw Investment Strategy is an SEC-registered ria in El Dorado Hills, CA with $42.8M assets under management (AUM, regulatory AUM), +6% over one year. See who owns Mw Investment Strategy: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 118433, SEC 801-112626, data through 2026-03-19.
- AUM (assets under management / regulatory AUM)
- $42.8M (2026-03-19)
- Firm type
- Ria
- Location
- El Dorado Hills, CA
- Employees
- 6
- Clients
- 28
- CRD
- 118433
- Ownership
- VANHULZEN, CRAIG, DENNIS; VAN HULZEN ASSET MANAGEMENT; Nederveld, Paul; Nederveld, Paul, Lester; WEDBUSH FAMILY PARTNERS LLC
How much AUM does Mw Investment Strategy have?
Mw Investment Strategy reported $42.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-19).
Who owns Mw Investment Strategy?
Disclosed owners and executives of Mw Investment Strategy include VANHULZEN, CRAIG, DENNIS, VAN HULZEN ASSET MANAGEMENT, Nederveld, Paul, Nederveld, Paul, Lester, WEDBUSH FAMILY PARTNERS LLC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.