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
Firm Details
- Organization Type
- Corporation
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- May 20, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| NICHOLSON, BRADLEY, ROBERT | I | SECRETARY | NA | Control |
| NICHOLSON, BRADLEY, ROBERT | I | SECRETARY | NA | Control |
| NICHOLSON, BRADLEY, ROBERT | I | SECRETARY | NA | Control |
| NICHOLSON, BRADLEY, ROBERT | I | SECRETARY | NA | Control |
| NICHOLSON, BRADLEY, ROBERT | I | SECRETARY | NA | Control |
| NICHOLSON, BRADLEY, ROBERT | I | SECRETARY | NA | Control |
| NICHOLSON, BRADLEY, ROBERT | I | SECRETARY | NA | Control |
| Nederveld, Paul | I | CHIEF COMPLIANCE OFFICER AND DIRECTOR OF BUSINESS OPERATIONS | NA | Control |
| Nederveld, Paul | I | CHIEF COMPLIANCE OFFICER AND DIRECTOR OF BUSINESS OPERATIONS | NA | Control |
| Nederveld, Paul | I | CHIEF COMPLIANCE OFFICER AND DIRECTOR OF BUSINESS OPERATIONS | NA | Control |
| Nederveld, Paul | I | CHIEF COMPLIANCE OFFICER AND DIRECTOR OF BUSINESS OPERATIONS | NA | Control |
| Nederveld, Paul | I | CHIEF COMPLIANCE OFFICER AND DIRECTOR OF BUSINESS OPERATIONS | NA | Control |
| Nederveld, Paul | I | CHIEF COMPLIANCE OFFICER AND DIRECTOR OF BUSINESS OPERATIONS | NA | Control |
| Nederveld, Paul, Lester | I | CHIEF COMPLIANCE OFFICERCHIEF FINANCIAL OFFICER AND DIRECTOR OF BUSINESS OPERATIONS | NA | Control |
| Nederveld, Paul, Lester | I | CHIEF COMPLIANCE OFFICERCHIEF FINANCIAL OFFICER AND DIRECTOR OF BUSINESS OPERATIONS | NA | Control |
| Nederveld, Paul, Lester | I | CHIEF COMPLIANCE OFFICERCHIEF FINANCIAL OFFICER AND DIRECTOR OF BUSINESS OPERATIONS | NA | Control |
| Nederveld, Paul, Lester | I | CHIEF COMPLIANCE OFFICERCHIEF FINANCIAL OFFICER AND DIRECTOR OF BUSINESS OPERATIONS | NA | Control |
| Nederveld, Paul, Lester | I | CHIEF COMPLIANCE OFFICERCHIEF FINANCIAL OFFICER AND DIRECTOR OF BUSINESS OPERATIONS | NA | Control |
| Nederveld, Paul, Lester | I | CHIEF COMPLIANCE OFFICERCHIEF FINANCIAL OFFICER AND DIRECTOR OF BUSINESS OPERATIONS | NA | Control |
| Nederveld, Paul, Lester | I | CHIEF COMPLIANCE OFFICERCHIEF FINANCIAL OFFICER AND DIRECTOR OF BUSINESS OPERATIONS | NA | Control |
| TEN BRINK, STEFANUS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TEN BRINK, STEFANUS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TEN BRINK, STEFANUS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| VANHULZEN, CRAIG, DENNIS | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| VANHULZEN, CRAIG, DENNIS | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| VANHULZEN, CRAIG, DENNIS | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| VANHULZEN, CRAIG, DENNIS | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| VANHULZEN, CRAIG, DENNIS | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| VANHULZEN, CRAIG, DENNIS | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| VANHULZEN, CRAIG, DENNIS | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| VANHULZEN, CRAIG, DENNIS | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| VANHULZEN, CRAIG, DENNIS | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| VANHULZEN, CRAIG, DENNIS | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| VANHULZEN, CRAIG, DENNIS | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| VANHULZEN, CRAIG, DENNIS | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| VANHULZEN, CRAIG, DENNIS | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| VANHULZEN, CRAIG, DENNIS | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| VANHULZEN, CRAIG, DENNIS | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| VANHULZEN, CRAIG, DENNIS | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| VAN HULZEN ASSET MANAGEMENT | DE | SHAREHOLDER | E | Control |
| VAN HULZEN ASSET MANAGEMENT | DE | SHAREHOLDER | E | Control |
| VAN HULZEN ASSET MANAGEMENT | DE | SHAREHOLDER | E | Control |
| VAN HULZEN ASSET MANAGEMENT | DE | SHAREHOLDER | E | Control |
| VAN HULZEN ASSET MANAGEMENT | DE | SHAREHOLDER | E | Control |
| VAN HULZEN ASSET MANAGEMENT | DE | SHAREHOLDER | E | Control |
| VAN HULZEN ASSET MANAGEMENT | DE | SHAREHOLDER | E | Control |
| VAN HULZEN ASSET MANAGEMENT | DE | SHAREHOLDER | E | Control |
| VAN HULZEN ASSET MANAGEMENT | DE | SHAREHOLDER | E | Control |
| VAN HULZEN ASSET MANAGEMENT | DE | SHAREHOLDER | E | Control |
| VAN HULZEN ASSET MANAGEMENT | DE | SHAREHOLDER | E | Control |
| VAN HULZEN ASSET MANAGEMENT | DE | SHAREHOLDER | E | Control |
| VAN HULZEN ASSET MANAGEMENT | DE | SHAREHOLDER | E | Control |
| VAN HULZEN ASSET MANAGEMENT | DE | SHAREHOLDER | E | Control |
| VAN HULZEN ASSET MANAGEMENT | DE | SHAREHOLDER | E | Control |
| VAN HULZEN ASSET MANAGEMENT | DE | SHAREHOLDER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| VANHULZEN, CRAIG, DENNIS | I | VAN HULZEN ASSET MANAGEMENT, LLC | D | Control |
| VANHULZEN, CRAIG, DENNIS | I | VAN HULZEN ASSET MANAGEMENT, LLC | D | Control |
| VANHULZEN, CRAIG, DENNIS | I | VAN HULZEN ASSET MANAGEMENT, LLC | D | Control |
| VANHULZEN, CRAIG, DENNIS | I | VAN HULZEN ASSET MANAGEMENT, LLC | D | Control |
| VANHULZEN, CRAIG, DENNIS | I | VAN HULZEN ASSET MANAGEMENT, LLC | D | Control |
| VANHULZEN, CRAIG, DENNIS | I | VAN HULZEN ASSET MANAGEMENT, LLC | D | Control |
| VANHULZEN, CRAIG, DENNIS | I | VAN HULZEN ASSET MANAGEMENT, LLC | D | Control |
| VANHULZEN, CRAIG, DENNIS | I | VAN HULZEN ASSET MANAGEMENT, LLC | D | Control |
| VANHULZEN, CRAIG, DENNIS | I | VAN HULZEN ASSET MANAGEMENT, LLC | D | Control |
| VANHULZEN, CRAIG, DENNIS | I | VAN HULZEN ASSET MANAGEMENT, LLC | D | Control |
| VANHULZEN, CRAIG, DENNIS | I | VAN HULZEN ASSET MANAGEMENT, LLC | D | Control |
| VANHULZEN, CRAIG, DENNIS | I | VAN HULZEN ASSET MANAGEMENT | D | Control |
| VANHULZEN, CRAIG, DENNIS | I | VAN HULZEN ASSET MANAGEMENT | D | Control |
| VANHULZEN, CRAIG, DENNIS | I | VAN HULZEN ASSET MANAGEMENT | D | Control |
| WEDBUSH CAPITAL | DE | VAN HULZEN ASSET MANAGEMENT | C | Control |
| WEDBUSH CAPITAL | DE | VAN HULZEN ASSET MANAGEMENT | C | Control |
| WEDBUSH CAPITAL | DE | VAN HULZEN ASSET MANAGEMENT | C | Control |
| WEDBUSH CAPITAL | DE | VAN HULZEN ASSET MANAGEMENT | C | Control |
| WEDBUSH CAPITAL | DE | VAN HULZEN ASSET MANAGEMENT | C | Control |
| WEDBUSH CAPITAL | DE | VAN HULZEN ASSET MANAGEMENT | C | Control |
| WEDBUSH CAPITAL | DE | VAN HULZEN ASSET MANAGEMENT | C | Control |
| WEDBUSH FAMILY PARTNERS LLC | DE | WEDBUSH CAPITAL | C | Control |
| WEDBUSH FAMILY PARTNERS LLC | DE | WEDBUSH CAPITAL | C | Control |
| WEDBUSH FAMILY PARTNERS LLC | DE | WEDBUSH CAPITAL | C | Control |
| WEDBUSH FAMILY PARTNERS LLC | DE | WEDBUSH CAPITAL | C | Control |
| WEDBUSH FAMILY PARTNERS LLC | DE | WEDBUSH CAPITAL | C | Control |
| WEDBUSH, INC. | DE | VAN HULZEN ASSET MANAGEMENT, LLC | C | Control |
| WEDBUSH, INC. | DE | VAN HULZEN ASSET MANAGEMENT, LLC | C | Control |
| WEDBUSH, INC. | DE | VAN HULZEN ASSET MANAGEMENT, LLC | C | Control |
| WEDBUSH, INC. | DE | VAN HULZEN ASSET MANAGEMENT, LLC | C | Control |
| WEDBUSH, INC. | DE | VAN HULZEN ASSET MANAGEMENT, LLC | C | Control |
| WEDBUSH, INC. | DE | VAN HULZEN ASSET MANAGEMENT, LLC | C | Control |
| WEDBUSH, INC. | DE | VAN HULZEN ASSET MANAGEMENT, LLC | C | Control |
| Wedbush, Jean | I | WEDBUSH CAPITAL | C | Control |
| Wedbush, Jean | I | WEDBUSH CAPITAL | C | Control |
Registrations
Federal
IA
May 20, 2025 REGISTERED
Notice Filings (1)
CA
Address
4370 TOWN CENTER BLVD.SUITE 220
EL DORADO HILLS, CA 95762
United States
Phone: (916) 608-4284