Mw Investment Strategy

$42.8MAssets under management
as of Aug 2026 · SEC Form ADV
El Dorado Hills, CA
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No one at Mw Investment Strategy has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Schwab
Per Form ADV · $39M held · filed Mar 2024