MW INVESTMENT ADVISOR, LLC

MW INVESTMENT ADVISOR, LLC is an SEC-registered investment adviser (CRD 129695). Regulatory assets under management: $33.0M.

Registration

• CRD: 129695
• Type: Registered investment adviser
• Phone: 503-515-4467
• Latest filing: 2026-03-20
• Regulatory AUM: $33.0M
• Non-discretionary AUM: $33.0M
• Clients: 1
• Accounts: 73

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 129695 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search