MW Investment Advisor, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$33,000,000
Clients
38
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
38
HighAverage account size
$868,421
About
MW Investment Advisor, LLC is an independent registered investment adviser that works with individual and high‑net‑worth clients to provide portfolio management and related advisory services. The firm’s listed services include investment planning, investment policy statements, retirement and estate planning support, education funding and employee stock option planning.
Portfolios are customized to client objectives using a collaborative process that considers time horizon, risk tolerance and diversification, and draws on public research and third‑party analysis. The firm reports approximately $33 million in assets under management handled on a primarily non‑discretionary basis, requiring client approval for specific transactions, and conducts account reviews at least quarterly while executing trades through a single custodian.
What is distinctive for this adviser is its emphasis on non‑discretionary management of a multi‑million dollar book of business—a structure that is uncommon among independents and leaves transaction‑level control with clients. The firm does not receive sales commissions or participate in wrap programs or soft‑dollar arrangements, coordinates with clients’ other advisors rather than offering in‑house financial planning, and may accept accounts without a formal minimum while reserving the right to decline smaller engagements.
Client services
Portfolio management
Expertise
Equity Recipients (RS/RSU, SOP, ESPP)
College savings (529s, UTMA, etc.)
Fee options
Fixed fee of $1200 (for non-clients portfolio review)
$0.00 - $1,000,000: 1.25% $1,000,001 - $5,000,000: 1.00% $5,000,001 - $10,000,000: 0.75% $10,000,001+: Negotiable
$250/hour not to exceed 10 hours (for non-clients)
Fee-only: Management fees only, no commissions; $250/hour (up to 10 hours) or fixed fee of $1200 for non-clients portfolio review
Main office location
MW Investment Advisor, LLC
Las Vegas NV, United States
Number of offices
1
Most active in
MW Investment Advisor, LLC has reported serving >5 clients in these states in the last 12 months.
California · Nevada · Oregon
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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