# MW Investment Strategy

> MW Investment Strategy is an SEC-registered investment advisory firm in El Dorado Hills, CA, registered since 2018, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated August 17, 2026.

- CRD: 118433
- Filed as: MW INVESTMENT STRATEGY
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: El Dorado Hills, CA
- Filing period: October 2026
- Form ADV filing dated: August 17, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/118433
- AdvisorCensus page: https://advisorcensus.com/firm/mw-investment-strategy-el-dorado-hills-ca-118433

## Quick answers

**How is MW Investment Strategy compensated?**
On its Form ADV (Item 5.E, October 2026), MW Investment Strategy reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does MW Investment Strategy charge?**
Its Form ADV Part 2A brochure dated August 17, 2026 states: Asset-based fee: up to 1.5% of assets a year (the maximum the brochure states); Hourly rate: $325 an hour (Consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is MW Investment Strategy located?**
MW Investment Strategy's principal office is in El Dorado Hills, CA, according to its Form ADV.

**Is MW Investment Strategy registered with the SEC or a state?**
MW Investment Strategy is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 118433.

**How much does MW Investment Strategy manage?**
MW Investment Strategy reports $42,798,325 in regulatory assets under management in its Form ADV filing dated August 17, 2026 (100% discretionary).

**How have MW Investment Strategy's assets and staff changed since 2021?**
In the Form ADV data for MW Investment Strategy: Regulatory assets under management: $55,381,689 in the October 2021 data and $42,798,325 in the October 2026 data, down 23%. Total employees: 3 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does MW Investment Strategy serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (28).

**Which custodians does MW Investment Strategy use?**
MW Investment Strategy's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does MW Investment Strategy report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/118433

**Does MW Investment Strategy state an account minimum?**
Its Form ADV Part 2A brochure dated August 17, 2026 says: "Generally, we require that you maintain $500,000 under management with us. However, we may waive that minimum at our sole discretion."

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated August 17, 2026)

- Asset-based fee: up to 1.5% of assets a year (the maximum the brochure states)

> Fees for investment management services are calculated as a percentage of assets under management. These fees are billed at the end of each quarter, based on the assets under management as of the last day of the calendar quarter. Our standard fee schedule is a maximum fee of 1.50%.

- Account minimum: $500,000 (the brochure says it may be waived or negotiated)

> Generally, we require that you maintain $500,000 under management with us. However, we may waive that minimum at our sole discretion.

- Hourly rate: $325 an hour (Consulting services)

> Consulting services may also be provided at the rate of $325 per hour.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $42,798,325
- Discretionary: $42,798,325
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 28 | $42,492,802 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $305,523 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2018 (8 years)
- Employees: 6 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- vanhulzenadvisors.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $55,381,689 | 3 | March 24, 2021 |
| October 2022 | $55,932,765 | 3 | March 30, 2022 |
| October 2023 | $48,186,114 | 6 | June 15, 2023 |
| October 2024 | $43,521,683 | 6 | March 18, 2024 |
| October 2025 | $40,315,015 | 6 | May 20, 2025 |
| October 2026 | $42,798,325 | 6 | August 17, 2026 |

Regulatory assets under management: $55,381,689 in the October 2021 data and $42,798,325 in the October 2026 data, down 23%.
Total employees: 3 in October 2021 and 6 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. MW Investment Strategy (CRD 118433): Form ADV filing data as of October 2026.