Active
MW INVESTMENT STRATEGY
Investment Advice|EL DORADO HILLS, CA
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Assets Under Management
$40.3M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 40.3M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 118433 |
| SEC Number | 801-112626 |
| Street Address | 4370 TOWN CENTER BLVD. |
| Street Address 2 | SUITE 220 |
| Location | EL DORADO HILLS, CA 95762 |
| Country | United States |
| Phone | (916) 608-4284 |
| Total Employees | 6 |
Client Count by Type (48 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 34 |
| High Net Worth Individual… | 14 |
Community Partners
CITY OF PLACERVILLE
CITY OF WEST SACRAMENTO
COUNTY OF EL DORADO
CITY OF PLACERVILLE
CITY OF WEST SACRAMENTO
COUNTY OF EL DORADO
CITY OF PLACERVILLE
CITY OF WEST SACRAMENTO
COUNTY OF EL DORADO
Municipal Government
3 Active
3
Organizations
ARROYO VISTA COMMUNITY SERVICES DISTRICT
AUDUBON HILLS COMMUNITY SERVICES DISTRICT
CALIFORNIA TAHOE EMERGENCY MEDICAL SERVICES OPERATION AUTHORITY
CAMERON ESTATES COMMUNITY SERVICES DIST
CAMERON PARK AIRPORT DISTRICT
CAMERON PARK AIRPORT MANAGER
CAMERON PARK COMMUNITY SERVICES DISTRICT
CONNIE LANE COMMUNITY SERVICES DISTRICT
COSUMNES RIVER COMMUNITY SERVICE DISTRICT
DIAMOND SPRINGS-EL DORADO FIRE PROTECTION DISTRICT
EAST CHINA HILL COMM SERV DIST
EDCTC
EL DORADO CO BOND AUTH
EL DORADO CO FIRE PROTEC DIST
EL DORADO CO RESOURCE CONS DT
EL DORADO COUNTY-CITY OF FOLSOM JOINT POWERS AGENCY
EL DORADO COUNTY EMERGENCY SERVICES AUTHORITY
EL DORADO COUNTY-PLACERVILLE-SOUTH LAKE TAHOE JPA
EL DORADO COUNTY RISK MANAGEMENT AUTHORITY
EL DORADO COUNTY TRANSIT AUTHORITY
ARROYO VISTA COMMUNITY SERVICES DISTRICT
AUDUBON HILLS COMMUNITY SERVICES DISTRICT
CALIFORNIA TAHOE EMERGENCY MEDICAL SERVICES OPERATION AUTHORITY
CAMERON ESTATES COMMUNITY SERVICES DIST
CAMERON PARK AIRPORT DISTRICT
CAMERON PARK AIRPORT MANAGER
CAMERON PARK COMMUNITY SERVICES DISTRICT
CONNIE LANE COMMUNITY SERVICES DISTRICT
COSUMNES RIVER COMMUNITY SERVICE DISTRICT
DIAMOND SPRINGS-EL DORADO FIRE PROTECTION DISTRICT
EAST CHINA HILL COMM SERV DIST
EDCTC
EL DORADO CO BOND AUTH
EL DORADO CO FIRE PROTEC DIST
EL DORADO CO RESOURCE CONS DT
EL DORADO COUNTY-CITY OF FOLSOM JOINT POWERS AGENCY
EL DORADO COUNTY EMERGENCY SERVICES AUTHORITY
EL DORADO COUNTY-PLACERVILLE-SOUTH LAKE TAHOE JPA
EL DORADO COUNTY RISK MANAGEMENT AUTHORITY
EL DORADO COUNTY TRANSIT AUTHORITY
ARROYO VISTA COMMUNITY SERVICES DISTRICT
AUDUBON HILLS COMMUNITY SERVICES DISTRICT
CALIFORNIA TAHOE EMERGENCY MEDICAL SERVICES OPERATION AUTHORITY
CAMERON ESTATES COMMUNITY SERVICES DIST
CAMERON PARK AIRPORT DISTRICT
CAMERON PARK AIRPORT MANAGER
CAMERON PARK COMMUNITY SERVICES DISTRICT
CONNIE LANE COMMUNITY SERVICES DISTRICT
COSUMNES RIVER COMMUNITY SERVICE DISTRICT
DIAMOND SPRINGS-EL DORADO FIRE PROTECTION DISTRICT
EAST CHINA HILL COMM SERV DIST
EDCTC
EL DORADO CO BOND AUTH
EL DORADO CO FIRE PROTEC DIST
EL DORADO CO RESOURCE CONS DT
EL DORADO COUNTY-CITY OF FOLSOM JOINT POWERS AGENCY
EL DORADO COUNTY EMERGENCY SERVICES AUTHORITY
EL DORADO COUNTY-PLACERVILLE-SOUTH LAKE TAHOE JPA
EL DORADO COUNTY RISK MANAGEMENT AUTHORITY
EL DORADO COUNTY TRANSIT AUTHORITY
Special District
64 Active
64
Organizations
BLACK OAK MINE UNIF SCH DIST
BUCKEYE UNION SCH DIST
CAMINO UNION ELEM
EL DORADO HIGH SCHOOL DISTRICT
EL DORADO UN HIGH SCHOOL DIST
GOLD OAK UN ELEM SCH DIST
GOLD TRAIL UNION ELEM SCH DIST
INDIAN DIGGINGS ELEM SCH
LAKE TAHOE COMMUNITY COLLEGE DISTRICT
LAKE TAHOE UNI SCH DIST
LATROBE ELEM SCH DIST
MOTHER LODE UNION ELEM SCH DT
ORANGEVALE ACADEMY INCORPORATED
PIONEER UNION SCH DIST
PLACERVILLE UNION ELEM SCH DT
POLLOCK PINES ELEM SCH DIST
RESCUE ELEMENTARY SCHOOL DISTRICT
SACRAMENTO VALLEY CHARTER SCHOOL
SILVER FORK ELEM SCH DIST
BLACK OAK MINE UNIF SCH DIST
BUCKEYE UNION SCH DIST
CAMINO UNION ELEM
EL DORADO HIGH SCHOOL DISTRICT
EL DORADO UN HIGH SCHOOL DIST
GOLD OAK UN ELEM SCH DIST
GOLD TRAIL UNION ELEM SCH DIST
INDIAN DIGGINGS ELEM SCH
LAKE TAHOE COMMUNITY COLLEGE DISTRICT
LAKE TAHOE UNI SCH DIST
LATROBE ELEM SCH DIST
MOTHER LODE UNION ELEM SCH DT
ORANGEVALE ACADEMY INCORPORATED
PIONEER UNION SCH DIST
PLACERVILLE UNION ELEM SCH DT
POLLOCK PINES ELEM SCH DIST
RESCUE ELEMENTARY SCHOOL DISTRICT
SACRAMENTO VALLEY CHARTER SCHOOL
SILVER FORK ELEM SCH DIST
BLACK OAK MINE UNIF SCH DIST
BUCKEYE UNION SCH DIST
CAMINO UNION ELEM
EL DORADO HIGH SCHOOL DISTRICT
EL DORADO UN HIGH SCHOOL DIST
GOLD OAK UN ELEM SCH DIST
GOLD TRAIL UNION ELEM SCH DIST
INDIAN DIGGINGS ELEM SCH
LAKE TAHOE COMMUNITY COLLEGE DISTRICT
LAKE TAHOE UNI SCH DIST
LATROBE ELEM SCH DIST
MOTHER LODE UNION ELEM SCH DT
ORANGEVALE ACADEMY INCORPORATED
PIONEER UNION SCH DIST
PLACERVILLE UNION ELEM SCH DT
POLLOCK PINES ELEM SCH DIST
RESCUE ELEMENTARY SCHOOL DISTRICT
SACRAMENTO VALLEY CHARTER SCHOOL
SILVER FORK ELEM SCH DIST
School District
19 Active
19
Organizations
184 NIGHTSTALKER ASSOCIATION
1 DEGREE OF SEPARATION INC
2311 CORPORATION
245 SQUAD CLUB
3RD SPG VETERANS FOUNDATION
4EVER YOURS RESCUE INC
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS AFFILIATED 4-H ORGANIZATIONS
6BEDS FOUNDATION INC
184 NIGHTSTALKER ASSOCIATION
1 DEGREE OF SEPARATION INC
2311 CORPORATION
245 SQUAD CLUB
3RD SPG VETERANS FOUNDATION
4EVER YOURS RESCUE INC
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS AFFILIATED 4-H ORGANIZATIONS
6BEDS FOUNDATION INC
184 NIGHTSTALKER ASSOCIATION
1 DEGREE OF SEPARATION INC
2311 CORPORATION
245 SQUAD CLUB
3RD SPG VETERANS FOUNDATION
4EVER YOURS RESCUE INC
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS AFFILIATED 4-H ORGANIZATIONS
6BEDS FOUNDATION INC
Nonprofit Organization
1324 Active
1324
Organizations
Community Partners122 organizations
ARROYO VISTA COMMUNITY SERVICES DISTRICT
Special District·PLACERVILLE
CALIFORNIA TAHOE EMERGENCY MEDICAL SERVICES OPERATION AUTHORITY
Special District·SOUTH LAKE TAHOE
CAMERON PARK AIRPORT DISTRICT
Special District·CAMERON PARK
CAMERON PARK AIRPORT MANAGER
Special District·CAMERON PARK
CONNIE LANE COMMUNITY SERVICES DISTRICT
Special District·SHINGLE SPRINGS
DIAMOND SPRINGS-EL DORADO FIRE PROTECTION DISTRICT
Special District·DIAMOND SPRINGS
EAST CHINA HILL COMM SERV DIST
Special District·PLACERVILLE
EL DORADO CO BOND AUTH
Special District·PLACERVILLE
EL DORADO COUNTY-CITY OF FOLSOM JOINT POWERS AGENCY
Special District·PLACERVILLE
EL DORADO COUNTY-PLACERVILLE-SOUTH LAKE TAHOE JPA
Special District·PLACERVILLE
EL DORADO COUNTY WATER AGENCY
Special District·EL DORADO HILLS
EL DORADO IRRIGATION DISTRICT
Special District·PLACERVILLE
GARDEN VALLEY RANCH ESTATES COMMUNITY SERVICES DISTRICT
Special District·GARDEN VALLEY
GEORGETOWN FIRE PROTECTION DISTRICT
Special District·GEORGETOWN
GOLDEN WEST COMMUNITY SERVICES DISTRICT
Special District·PLACERVILLE
GREENSTONE COMMUNITY SERVICES DISTRICT
Special District·PLACERVILLE
HAPPY HOMESTEAD CEMETERY DIST
Special District·PLACERVILLE
HICKOK ROAD COMMUNITY SERV DST
Special District·PLACERVILLE
HOLIDAY LAKES COMMUNITY SERVICES DISTRICT
Special District·PLACERVILLE
KELSEY CEMETERY DISTRICT
Special District·PLACERVILLE
KNOLLS PROP OWNERS COMM SERV DT
Special District·PLACERVILLE
LAKE VALLEY FIRE PROTECTION DISTRICT
Special District·SOUTH LAKE TAHOE
LAKEVIEW CMTY SERVICES DIST
Special District·SHINGLE SPRINGS,
MARBLE MOUNTAIN HOMEOWNERS COMMUNITY SERV DISTRICT
Special District·EL DORADO HILLS
MORTARA CIRCLE COMM SERV DIST
Special District·PLACERVILLE
MOSQUITO FIRE PROTECTION DIST
Special District·PLACERVILLE
NASHVILLE TRAILS CMTY SERV DIST
Special District·PLACERVILLE
PIONEER FIRE PROTECTION DISTRICT
Special District·SOMERSET
ORANGEVALE ACADEMY INCORPORATED
School District·WEST SACRAMENTO
SACRAMENTO VALLEY CHARTER SCHOOL
School District·WEST SACRAMENTO
184 NIGHTSTALKER ASSOCIATION
Nonprofit Organization·El Dorado Hills
1 DEGREE OF SEPARATION INC
Nonprofit Organization·CAMERON PARK
2311 CORPORATION
Nonprofit Organization·TAHOE CITY
245 SQUAD CLUB
Nonprofit Organization·Placerville
3RD SPG VETERANS FOUNDATION
Nonprofit Organization·Shingle Springs
4EVER YOURS RESCUE INC
Nonprofit Organization·GEORGETOWN
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Placerville
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Placerville
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Placerville
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Placerville
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Placerville
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Placerville
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Placerville
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Placerville
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Placerville
4-H CLUBS AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Placerville
4-H CLUBS AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Placerville
4-H CLUBS AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Placerville
4-H CLUBS AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·PlACERVILLE
6BEDS FOUNDATION INC
Nonprofit Organization·El Dorado Hills
6Beds Inc
Nonprofit Organization·El Dorado Hills
7505TH USAF HOSPITAL REUNION GROUP
Nonprofit Organization·PLACERVILLE
927 EL DORADO CHAPTER OF TROUT UNLIMITED
Nonprofit Organization·PLACERVILLE
ACHIEVING POSITIVE THINKING WORLDWIDE
Nonprofit Organization·El Dorado Hills
ACTION THROUGH ACTION SPORTS
Nonprofit Organization·West Sacramento
ACTIVE 20-30 UNITED STATES AND CANADA
Nonprofit Organization·Placerville
ACTIVE 20-30 UNITED STATES AND CANADA
Nonprofit Organization·Placerville
ACTS MISSIONARIES
Nonprofit Organization·West Sacramento
A DOLLAR TODAY INC
Nonprofit Organization·EL DORADO HILLS
ADVERTISING CLUB OF SACRAMENTO
Nonprofit Organization·West Sacramento
AEREO FLYERS INC
Nonprofit Organization·Camino
A FEW GREAT WOMEN
Nonprofit Organization·Pollock Pines
AFRICAN REFUGEE AGENCY
Nonprofit Organization·West Sacramento
AGC CONSTRUCTION EDUCATIONAL FOUNDATION
Nonprofit Organization·WEST SACRAMENTO
AGEE MEMORIAL WILDLIFE FUND INC
Nonprofit Organization·EL DORADO HILLS
AGLOW INTERNATIONAL
Nonprofit Organization·Tahoe City
AGLOW INTERNATIONAL
Nonprofit Organization·El Dorado Hills
AGLOW INTERNATIONAL
Nonprofit Organization·El Dorado Hills
AGLOW INTERNATIONAL
Nonprofit Organization·El Dorado HIlls
AGLOW INTERNATIONAL
Nonprofit Organization·El Dorado HIlls
AGLOW INTERNATIONAL
Nonprofit Organization·Placerville
AGLOW INTERNATIONAL
Nonprofit Organization·Cameron Park
AGLOW INTERNATIONAL
Nonprofit Organization·El Dorado Hills
AGLOW INTERNATIONAL
Nonprofit Organization·El Dorado HIlls
AGRICULTURAL WORKER CHARITABLE TRUST
Nonprofit Organization·WEST SACRAMENTO
A IS FOR ANIMALS
Nonprofit Organization·Camino
AJAPA YOGA FOUNDATION
Nonprofit Organization·Placerville
ALACHAPPELLE MINISTRIES INC
Nonprofit Organization·West Sacramento
ALAMEDA HIGH SCHOOL HALL OF FAME
Nonprofit Organization·El Dorado Hills
ALBERT SCHWEITZER FELLOWSHIP OF THE SAN
Nonprofit Organization·EL DORADO HILLS