MW Investment Advisor, LLC

Overview

MW Investment Advisor, LLC is a small, single-owner advisory firm focused on portfolio management for individuals and small businesses. The firm runs fee-based relationships using a mix of percentage-of-AUM, hourly and fixed-fee arrangements and appears to serve a concentrated base of household and family clients. Investment activity centers on public equities, with a clear preference for exchange-traded instruments as the primary allocation vehicle. The adviser does not position itself as an ESG investor, is not registered as a multi-state adviser, and does not present as a pension consultant or related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices