MW INVESTMENT STRATEGY
EL DORADO HILLS, CA · CRD 118433 · IAPD ↗ · vanhulzenadvisors.com · (916) 608-4284
$42.8MRegulatory AUM
6Advisory reps
6Employees
0Clients
1-10Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status
Filing changes
58
April 2024 — MW INVESTMENT STRATEGY reports 1-10 financial-planning clients, up from 0.
Financial planning software
Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.