EL DORADO HILLS, CACRD 118433Latest ADV March 19, 2026
Mw Investment Strategy is an SEC registered investment adviser organized as a corporation with a primary office location in El Dorado Hills, CA. Its latest Form ADV filing, dated March 19, 2026, reports $43M in regulatory assets under management, 6 employees, and 45 accounts.
Assets Under Management
$43M
Employees
6
Offices
--
Total Clients
28
Primary office
EL DORADO HILLS, CA
4370 TOWN CENTER BLVD., SUITE 220, EL DORADO HILLS, CA, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 100.0% of total clients.
Top client categories% of clientsClients
1
HNWI
100.0%
28
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$43Mas of March 19, 2026
Discretionary100.0%
$43M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$43M
Total Accounts45
10Y AUM Change$-8M (-15.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee5:1
10Y Employee Change+3 (+100.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.