MW Investment Advisor, LLC

Overview

MW Investment Advisor, LLC is a small, individually owned LLC that provides portfolio management for individuals, families and small businesses. The firm’s business model is geared toward private clients rather than institutional mandates; fee arrangements reported include percentage-of-AUM billing alongside hourly and fixed-fee engagements. Filings indicate the adviser does not identify as an active ESG investor and is not positioned as a multi-state or pension consultant. The firm’s advisory activity is focused on managing client portfolios rather than capital allocation to external private funds.

Assets & Accounts

Public Holdings

Investments & Alternatives