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MW INVESTMENT STRATEGY
CRD 118433File 801-112626
APPROVED
Retail clients
Filing as of Aug 17, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$42.8M
Bottom 25% of cohort (national)
Discretionary AUM
$42.8M
Clients
28
45 accounts
Employees
6
Bottom 25% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Mar 20, 2018
- Principal office
- 4370 TOWN CENTER BLVD., SUITE 220, EL DORADO HILLS, CA, 95762
- Phone
- (916) 608-4284
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $42.8M
- Discretionary AUM
- $42.8M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 45
- Non-discretionary accounts
- 0
- Total accounts
- 45
- AUM per client
- $1.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 28 | $42.5M |
| Pension and profit sharing plans | Fewer than 5 | $306K |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 48 | 28 | decreased by20 |
| Apr 1, 2026 | AUM | $40,315,015 | $42,798,325 | increased by$2,483,310 |
| Apr 1, 2026 | Accounts | 49 | 45 | decreased by4 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 3 | 6 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 39 | 48 | increased by9 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $55,932,765 | $40,315,015 | decreased by$15,617,750 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 57 | 49 | decreased by8 |
| Apr 1, 2022 | Clients | 61 | 39 | decreased by22 |
| Apr 1, 2022 | AUM | $55,381,689 | $55,932,765 | increased by$551,076 |
| Apr 1, 2022 | Accounts | 63 | 57 | decreased by6 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “MW INVESTMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“MW INVESTMENT” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.