MW INVESTMENT STRATEGY
CRD #118433 SEC #801-112626 EL DORADO HILLS, CA (916) 608-4284
SEC Registered
Total AUM
$40.3M
Discretionary
$40.3M
Employees
6
Clients
10
Accounts
49
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $40.3M | $40.3M | $0 | 6 | 0 |
| Mar 2025 | $40.3M | $40.3M | $0 | 6 | 0 |
| Mar 2024 | $43.5M | $43.5M | $0 | 6 | 0 |
| Oct 2023 | $48.2M | $48.2M | $0 | 6 | 0 |
| Jun 2023 | $48.2M | $48.2M | $0 | 6 | 0 |
| Mar 2023 | $48.2M | $48.2M | $0 | 6 | 0 |
| Mar 2023 | $48.2M | $48.2M | $0 | 6 | 0 |
| Mar 2022 | $55.9M | $55.9M | $0 | 3 | 0 |
| Mar 2021 | $55.4M | $55.4M | $0 | 3 | 0 |
| Jun 2020 | $64.9M | $56.6M | $8.3M | 3 | 0 |
| Jun 2020 | $64.9M | $56.6M | $8.3M | 3 | 0 |
| Mar 2020 | $64.9M | $56.6M | $8.3M | 3 | 0 |
| Dec 2019 | $46.8M | $41.7M | $5M | 3 | 16 |
| Feb 2019 | $46.8M | $41.7M | $5M | 3 | 16 |
| May 2018 | $50.3M | $47.4M | $2.9M | 3 | 16 |
| Feb 2018 | $50.3M | $47.4M | $2.9M | 3 | 16 |
DateMay 2025
Total AUM$40.3M
Discretionary$40.3M
Non-Disc.$0
Employees6
Clients0
DateMar 2025
Total AUM$40.3M
Discretionary$40.3M
Non-Disc.$0
Employees6
Clients0
DateMar 2024
Total AUM$43.5M
Discretionary$43.5M
Non-Disc.$0
Employees6
Clients0
DateOct 2023
Total AUM$48.2M
Discretionary$48.2M
Non-Disc.$0
Employees6
Clients0
DateJun 2023
Total AUM$48.2M
Discretionary$48.2M
Non-Disc.$0
Employees6
Clients0
DateMar 2023
Total AUM$48.2M
Discretionary$48.2M
Non-Disc.$0
Employees6
Clients0
DateMar 2023
Total AUM$48.2M
Discretionary$48.2M
Non-Disc.$0
Employees6
Clients0
DateMar 2022
Total AUM$55.9M
Discretionary$55.9M
Non-Disc.$0
Employees3
Clients0
DateMar 2021
Total AUM$55.4M
Discretionary$55.4M
Non-Disc.$0
Employees3
Clients0
DateJun 2020
Total AUM$64.9M
Discretionary$56.6M
Non-Disc.$8.3M
Employees3
Clients0
DateJun 2020
Total AUM$64.9M
Discretionary$56.6M
Non-Disc.$8.3M
Employees3
Clients0
DateMar 2020
Total AUM$64.9M
Discretionary$56.6M
Non-Disc.$8.3M
Employees3
Clients0
DateDec 2019
Total AUM$46.8M
Discretionary$41.7M
Non-Disc.$5M
Employees3
Clients16
DateFeb 2019
Total AUM$46.8M
Discretionary$41.7M
Non-Disc.$5M
Employees3
Clients16
DateMay 2018
Total AUM$50.3M
Discretionary$47.4M
Non-Disc.$2.9M
Employees3
Clients16
DateFeb 2018
Total AUM$50.3M
Discretionary$47.4M
Non-Disc.$2.9M
Employees3
Clients16