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MW Investment Strategy
MW Investment Strategy is an SEC-registered investment adviser in El Dorado Hills, CA, registered since 2018. The firm manages $43 million in regulatory...
MW Investment Strategy
MW Investment Strategy is an SEC-registered investment adviser in El Dorado Hills, CA, registered since 2018. The firm manages $43 million in regulatory assets. It has 6 employees and 6 investment advisers.
General information
Firm type
Bank / Wealth / Trust
Year founded
2018
Location
Region
North America
Country
United States
City
El Dorado Hills
Corporate office
El Dorado Hills, CA, United States
Principals
Matthew Warr
Principal & Founder
Frequently asked questions
How is MW Investment Strategy compensated?
The firm operates as a fee-only fiduciary, charging asset-based advisory fees rather than earning commissions, placement fees, or product revenue. This structure is designed to align the firm's incentives with long-term portfolio performance and eliminates conflicts associated with proprietary product distribution. Specific fee schedules are structured on a per-relationship basis reflecting portfolio complexity and total asset levels.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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