MWM 1835, LLC
Legal name: MWM
CRD #169912 SEC #801-78994 LA JOLLA, CA 855-696-1835
SEC Registered
Total AUM
$13.1M
Discretionary
$13.1M
Employees
9
Clients
0
Accounts
57
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 23, 2014
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ARNOLD, SCOTT, ALAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ARNOLD, SCOTT, ALAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ARNOLD, SCOTT, ALAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ARNOLD, SCOTT, ALAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ARNOLD, SCOTT, ALAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ARNOLD, SCOTT, ALAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ARNOLD, SCOTT, ALAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ARNOLD, SCOTT, ALAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ARNOLD, SCOTT, ALAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ARNOLD, SCOTT, ALAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ARNOLD, SCOTT, ALAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ARNOLD, SCOTT, ALAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ARNOLD, SCOTT, ALAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GRANADO, BRENT, ANTHONY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MALLOY, WILLIAM, M | I | CHAIRMAN, CHIEF OPERATING OFFICER | NA | Control |
| MALLOY, WILLIAM, M | I | CHAIRMAN, CHIEF OPERATING OFFICER | NA | Control |
| MALLOY, WILLIAM, M | I | CHAIRMAN, CHIEF OPERATING OFFICER | NA | Control |
| MALLOY, WILLIAM, M | I | CHAIRMAN, CHIEF OPERATING OFFICER | NA | Control |
| MALLOY, WILLIAM, M | I | CHAIRMAN, CHIEF OPERATING OFFICER | NA | Control |
| MALLOY, WILLIAM, M | I | CHAIRMAN, CHIEF OPERATING OFFICER | NA | Control |
| MALLOY, WILLIAM, M | I | CHAIRMAN, CHIEF OPERATING OFFICER | NA | Control |
| MALLOY, WILLIAM, M | I | CHAIRMAN, CHIEF OPERATING OFFICER | NA | Control |
| MALLOY, WILLIAM, M | I | CHAIRMAN, CHIEF OPERATING OFFICER | NA | Control |
| MALLOY, WILLIAM, M | I | CHAIRMAN, CHIEF OPERATING OFFICER | NA | Control |
| MALLOY, WILLIAM, M | I | CHAIRMAN, CHIEF OPERATING OFFICER | NA | Control |
| MALLOY, WILLIAM, M | I | CHAIRMAN, CHIEF OPERATING OFFICER | NA | Control |
| MALLOY, WILLIAM, M | I | CHAIRMAN, CHIEF OPERATING OFFICER | NA | Control |
| MALLOY, WILLIAM, M | I | CHAIRMAN, CHIEF OPERATING OFFICER | NA | Control |
| MALLOY FAMILY TRUST | DE | MANAGING MEMBER | E | Control |
| MALLOY FAMILY TRUST | DE | MANAGING MEMBER | E | Control |
| MALLOY FAMILY TRUST | DE | MANAGING MEMBER | E | Control |
| MALLOY FAMILY TRUST | DE | MANAGING MEMBER | E | Control |
| MALLOY FAMILY TRUST | DE | MANAGING MEMBER | E | Control |
| MALLOY FAMILY TRUST | DE | MANAGING MEMBER | E | Control |
| MALLOY FAMILY TRUST | DE | MANAGING MEMBER | E | Control |
| MALLOY FAMILY TRUST | DE | MANAGING MEMBER | E | Control |
| MALLOY FAMILY TRUST | DE | MANAGING MEMBER | E | Control |
| MALLOY FAMILY TRUST | DE | MANAGING MEMBER | E | Control |
| MALLOY FAMILY TRUST | DE | MANAGING MEMBER | E | Control |
| MALLOY FAMILY TRUST | DE | MANAGING MEMBER | E | Control |
| MALLOY FAMILY TRUST | DE | MANAGING MEMBER | E | Control |
| MALLOY FAMILY TRUST | DE | MANAGING MEMBER | E | Control |
| TYLERGROUP, LLC | DE | MEMBER | A | |
| TYLERGROUP, LLC | DE | MEMBER | A | |
| TYLERGROUP, LLC | DE | MEMBER | A | |
| TYLERGROUP, LLC | DE | MEMBER | A | |
| TYLERGROUP, LLC | DE | MEMBER | A | |
| TYLERGROUP, LLC | DE | MEMBER | A | |
| TYLERGROUP, LLC | DE | MEMBER | A | |
| TYLERGROUP, LLC | DE | MEMBER | A | |
| TYLERGROUP, LLC | DE | MEMBER | A | |
| TYLERGROUP, LLC | DE | MEMBER | A | |
| TYLERGROUP, LLC | DE | MEMBER | A | |
| TYLERGROUP, LLC | DE | MEMBER | A | |
| TYLERGROUP, LLC | DE | MEMBER | A | |
| TYLERGROUP, LLC | DE | MEMBER | A |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| DUNHAM TRUST COMPANY | DE | TYLER INVESTMENT TRUST | F | Control |
| DUNHAM TRUST COMPANY | DE | TYLER INVESTMENT TRUST | F | Control |
| DUNHAM TRUST COMPANY | DE | TYLER INVESTMENT TRUST | F | Control |
| DUNHAM TRUST COMPANY | DE | TYLER INVESTMENT TRUST | F | Control |
| TYLER INVESTMENT TRUST | DE | TYLERGROUP, LLC | F | Control |
| TYLER INVESTMENT TRUST | DE | TYLERGROUP, LLC | F | Control |
| TYLER INVESTMENT TRUST | DE | TYLERGROUP, LLC | F | Control |
| TYLER INVESTMENT TRUST | DE | TYLERGROUP, LLC | F | Control |
| DUNHAM TRUST COMPANY | DE | TYLER INVESTMENT TRUST | E | Control |
| DUNHAM TRUST COMPANY | DE | TYLER INVESTMENT TRUST | E | Control |
| DUNHAM TRUST COMPANY | DE | TYLER INVESTMENT TRUST | E | Control |
| DUNHAM TRUST COMPANY | DE | TYLER INVESTMENT TRUST | E | Control |
| DUNHAM TRUST COMPANY | DE | TYLER INVESTMENT TRUST | E | Control |
| DUNHAM TRUST COMPANY | DE | TYLER INVESTMENT TRUST | E | Control |
| NUGENT, BRIAN, T | I | TYLER INVESTMENT TRUST | E | Control |
| NUGENT, BRIAN, T | I | TYLER INVESTMENT TRUST | E | Control |
| NUGENT, BRIAN, T | I | TYLER INVESTMENT TRUST | E | Control |
| NUGENT, BRIAN, T | I | TYLER INVESTMENT TRUST | E | Control |
| TYLER INVESTMENT TRUST | DE | TYLERGROUP, LLC | E | Control |
| TYLER INVESTMENT TRUST | DE | TYLERGROUP, LLC | E | Control |
| TYLER INVESTMENT TRUST | DE | TYLERGROUP, LLC | E | Control |
| TYLER INVESTMENT TRUST | DE | TYLERGROUP, LLC | E | Control |
| TYLER INVESTMENT TRUST | DE | TYLERGROUP, LLC | E | Control |
| TYLER INVESTMENT TRUST | DE | TYLERGROUP, LLC | E | Control |
| MALLOY, SHENELL, S | I | MALLOY FAMILY TRUST | D | Control |
| MALLOY, SHENELL, S | I | MALLOY FAMILY TRUST | D | Control |
| MALLOY, SHENELL, S | I | MALLOY FAMILY TRUST | D | Control |
| MALLOY, SHENELL, S | I | MALLOY FAMILY TRUST | D | Control |
| MALLOY, SHENELL, S | I | MALLOY FAMILY TRUST | D | Control |
| MALLOY, SHENELL, S | I | MALLOY FAMILY TRUST | D | Control |
| MALLOY, SHENELL, S | I | MALLOY FAMILY TRUST | D | Control |
| MALLOY, SHENELL, S | I | MALLOY FAMILY TRUST | D | Control |
| MALLOY, SHENELL, S | I | MALLOY FAMILY TRUST | D | Control |
| MALLOY, SHENELL, S | I | MALLOY FAMILY TRUST | D | Control |
| MALLOY, SHENELL, S | I | MALLOY FAMILY TRUST | D | Control |
| MALLOY, SHENELL, S | I | MALLOY FAMILY TRUST | D | Control |
| MALLOY, SHENELL, S | I | MALLOY FAMILY TRUST | D | Control |
| MALLOY, SHENELL, S | I | MALLOY FAMILY TRUST | D | Control |
| MALLOY, WILLIAM, M | I | MALLOY FAMILY TRUST | D | Control |
| MALLOY, WILLIAM, M | I | MALLOY FAMILY TRUST | D | Control |
| MALLOY, WILLIAM, M | I | MALLOY FAMILY TRUST | D | Control |
| MALLOY, WILLIAM, M | I | MALLOY FAMILY TRUST | D | Control |
| MALLOY, WILLIAM, M | I | MALLOY FAMILY TRUST | D | Control |
| MALLOY, WILLIAM, M | I | MALLOY FAMILY TRUST | D | Control |
| MALLOY, WILLIAM, M | I | MALLOY FAMILY TRUST | D | Control |
| MALLOY, WILLIAM, M | I | MALLOY FAMILY TRUST | D | Control |
| MALLOY, WILLIAM, M | I | MALLOY FAMILY TRUST | D | Control |
| MALLOY, WILLIAM, M | I | MALLOY FAMILY TRUST | D | Control |
| MALLOY, WILLIAM, M | I | MALLOY FAMILY TRUST | D | Control |
| MALLOY, WILLIAM, M | I | MALLOY FAMILY TRUST | D | Control |
| MALLOY, WILLIAM, M | I | MALLOY FAMILY TRUST | D | Control |
| MALLOY, WILLIAM, M | I | MALLOY FAMILY TRUST | D | Control |
Registrations
Federal
IA
Dec 23, 2014 REGISTERED
Notice Filings (1)
CA
Address
1268 PROSPECT STREETLA JOLLA, CA 92037
United States
Phone: 855-696-1835