Mw Investment Strategy
● SEC registered since 2018CRD 118433SEC# 801-112626El Dorado Hills, CA
Reg. AUM
$42.8M
Employees
6
Accounts
45
Location
El Dorado Hills, CA
Mw Investment Strategy assets under management
Mw Investment Strategy is an investment advisory firm registered with the SEC based in El Dorado Hills, CA. The firm has been registered since 2018. It reports $42.8 million in regulatory assets under management and employs 6 people.
Mw Investment Strategy owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bradley Robert Nicholson Control | Secretary | Under 5% | 2022 |
| Craig Dennis Vanhulzen Control | Chief Executive Officer | Under 5% | 2016 |
| Paul Lester Nederveld Control | Chief Compliance Officerchief Financial Officer And Director Of Business Operations | Under 5% | 2019 |
See all 7 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Mw Investment Strategy manage?
Mw Investment Strategy reports $42.8 million in regulatory assets under management on its Form ADV.
How many employees does Mw Investment Strategy have?
Mw Investment Strategy reports 6 employees.
Where is Mw Investment Strategy located?
Mw Investment Strategy is based in El Dorado Hills, CA and has been SEC-registered since 2018.
Does Mw Investment Strategy disclose fund performance?
Mw Investment Strategy is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4370 Town Center Blvd., Suite 220, El Dorado Hills, CA 95762 |
| Phone | (916) 608-4284 |
| Office hours | 8:00 a.m. To 3:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$42.8M▲ 6%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 97%
Larger than 3% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$42.8Mregulatory AUM
Discretionary $42.8M