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MW INVESTMENT STRATEGY

SEC Form ADV profile.

Total regulatory AUM
$42,798,325
Discretionary
$42,798,325
Non-discretionary
$0

Firm details

CRD number
118433
SEC file number
801-112626
Main office
EL DORADO HILLS, CA, United States
Employees
6
SEC status
Approved
Fee structure
Percentage of AUM Hourly Fixed fees

As of October 2026.