Mw Investment Strategy

Mw Investment Strategy (CRD# 118433) is a financial advisory firm headquartered in Sonoma, CA. They manage $44,282,446 in 95 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    44
    MILLION
  • Total Number of Accounts
    95
    ACCOUNTS
  • Average Account Value
    $466,131
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Mw Investment Strategy
Showing 1 - 1 of 1 top financial advisors.
1
Martin J. Weil
CRD#: 2888494
Sonoma, CA
90
Wealthminder
score

Martin Weil (CRD# 2888494) is an Investment Advisor Representative working at Mw Investment Strategy in Sonoma, CA and has 1 year of experience in the finance industry. Martin Weil has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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