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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM under $100M

MW INVESTMENT STRATEGY

CRD 118433

EL DORADO HILLS, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:d09129eb-5a3a-3144-8c2c-829e2c552f9e

Data as of Aug 17, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:30 PM UTC and rebuilt at most every 15 minutes.

Relationships: 18
Dated events: 6
On other graphs: 0
Observed: Feb 14, 2018 to Aug 17, 2026
18 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.99 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $42.8MItem 5.F on the latest filing (2026-08-17); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $42.8M
Private client RAUM: $42.5MderivedItem 5.D individuals plus high net worth individuals
Private client share: 99%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 6
RAUM per advisor: $7.1Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 6
Advisory employees: 6
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 45
High net worth clients: 28
SEC number: 801-112626
CRD: 118433
Filings on the tape: 18
First filed: Feb 14, 2018
Latest filed: Aug 17, 2026
Organised: Corporation, CA
Website: vanhulzenadvisors.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
MARTIN JOHN WEIL	Certified Financial Planner	SONOMA, CA	29	30	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
Nederveld, Paul, Lester	CHIEF COMPLIANCE OFFICERCHIEF FINANCIAL OFFICER AND DIRECTOR OF BUSINESS OPERATIONS	Na	yes	10/2019	Dec 12, 2019	Mar 18, 2024
NICHOLSON, BRADLEY, ROBERT	Secretary	Na	yes	02/2022	Mar 27, 2023	Mar 18, 2024
VAN HULZEN ASSET MANAGEMENT	Shareholder	E	yes	10/2016	Feb 14, 2018	Mar 18, 2024
VANHULZEN, CRAIG, DENNIS	CHIEF EXECUTIVE OFFICER	Na	yes	10/2016	Feb 14, 2018	Mar 18, 2024
VANHULZEN, CRAIG, DENNIS	MANAGING MEMBER	D	yes	01/2000	Feb 14, 2018	Mar 18, 2024
WEDBUSH CAPITAL	Passive	C	yes	07/2011	Mar 24, 2021	Mar 18, 2024
WEDBUSH FAMILY PARTNERS LLC	Shareholder	C	yes	12/2020	Mar 27, 2023	Mar 18, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
VAN HULZEN ASSET MANAGEMENT, LLC	n/a	Independent wealth	$2.1B	Y	yes	n/a
CITADEL FAMILY INSURANCE SOLUTIONS LLC	n/a	n/a	n/a	Y	no	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2025	Mar 19, 2026	$42.8M	$42.8M	6	6	n/a	n/a
2024	Mar 31, 2025	$40.3M	$40.3M	6	6	n/a	n/a
2023	Mar 18, 2024	$43.5M	$43.5M	6	6	n/a	n/a
2022	Mar 27, 2023	$48.2M	$48.2M	6	6	n/a	n/a
2021	Mar 30, 2022	$55.9M	$55.9M	3	1	n/a	n/a
2020	Mar 24, 2021	$55.4M	$55.4M	3	1	n/a	n/a
2019	Mar 26, 2020	$64.9M	$56.6M	3	1	n/a	n/a
2018	Feb 25, 2019	$46.8M	$41.7M	3	1	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	1	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$42.8M	$40.3M	6.2%	$48.2M	-3.9%	6	6	0	0

Relationships

Affiliated with (5)

→ VAN HULZEN FINANCIAL ADVISORSRegistered adviserother investment adviser, control, common control
factForm ADV
← VAN HULZEN FINANCIAL ADVISORSRegistered adviserother investment adviser, control
factForm ADV
← ONWARD ADVISORS LLCRegistered adviserother investment adviser, common control
factForm ADV
← WEDBUSH SECURITIES INC.Registered adviserother investment adviser, common control
factForm ADV
← QAPITAL INVEST, LLCRegistered adviserother investment adviser, common control
factForm ADV

Registered with (6)

← RHETT AUGUSTIN BEALAdvisorregistration: current employment
Jan 21, 2026 to presentfactForm ADV
← BRADLEY ROBERT NICHOLSONAdvisorregistration: current employment
Jan 10, 2025 to presentfactForm ADV
← JARROD SCOTT JACOBIAdvisorregistration: current employment
Jan 4, 2023 to presentfactForm ADV
← Paul Lester NederveldAdvisorregistration: current employment
Jan 3, 2023 to presentfactForm ADV
← CRAIG DENNIS VANHULZENAdvisorregistration: current employment
Apr 11, 2017 to presentfactForm ADV
← MARTIN JOHN WEILAdvisorregistration: current employment
Apr 23, 1997 to presentfactForm ADV

Controls (6)

← VAN HULZEN ASSET MANAGEMENTOwnerSHAREHOLDER, ownership code E, domestic entity
Feb 14, 2018 to Mar 18, 2024factForm ADV
← VANHULZEN, CRAIG, DENNISOwnerMANAGING MEMBER, ownership code D, individual
Feb 14, 2018 to Mar 18, 2024factForm ADV
← NICHOLSON, BRADLEY, ROBERTOwnerSECRETARY, ownership code NA, individual
Mar 27, 2023 to Mar 18, 2024factForm ADV
← Nederveld, Paul, LesterOwnerCHIEF COMPLIANCE OFFICERCHIEF FINANCIAL OFFICER AND DIRECTOR OF BUSINESS OPERATIONS, ownership code NA, individual
Dec 12, 2019 to Mar 18, 2024factForm ADV
← WEDBUSH CAPITALOwnerPASSIVE, ownership code C, domestic entity
Mar 24, 2021 to Mar 18, 2024factForm ADV
← WEDBUSH FAMILY PARTNERS LLCOwnerSHAREHOLDER, ownership code C, domestic entity
Mar 27, 2023 to Mar 18, 2024factForm ADV

Dated events

Occurred
Mar 27, 2023
Control person left
Jean Wedbush (Shareholder) no longer on Schedule A of Mw Investment Strategy (listed 2022-03-30, absent 2023-03-27)
Form ADVobserved 4 days ago
Occurred
Mar 27, 2023
Control person joined
Robert Bradley Nicholson (Secretary) appeared on Schedule A of Mw Investment Strategy
Form ADVobserved 4 days ago
Occurred
Mar 24, 2021
Control person joined
Jean Wedbush (Shareholder) appeared on Schedule A of Mw Investment Strategy
Form ADVobserved 4 days ago
Occurred
Dec 12, 2019
Control person left
Stefanus Ten Brink (Chief Compliance Officer) no longer on Schedule A of Mw Investment Strategy (listed 2019-02-25, absent 2019-12-12)
Form ADVobserved 4 days ago
Occurred
Dec 12, 2019
Control person joined
Paul Nederveld (Chief Compliance Officer And Director Of Business Operations) appeared on Schedule A of Mw Investment Strategy
Form ADVobserved 4 days ago
Occurred
Feb 14, 2018
First Form ADV filing
Mw Investment Strategy filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d09129eb-5a3a-3144-8c2c-829e2c552f9e
First observed: Feb 14, 2018
Last observed: Aug 17, 2026 33 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

MW INVESTMENT STRATEGY

CRD 118433

EL DORADO HILLS, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:d09129eb-5a3a-3144-8c2c-829e2c552f9e

Data as of Aug 17, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:30 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

MARTIN JOHN WEIL

Certified Financial Planner

SONOMA, CA

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

Nederveld, Paul, Lester

CHIEF COMPLIANCE OFFICERCHIEF FINANCIAL OFFICER AND DIRECTOR OF BUSINESS OPERATIONS

yes

10/2019

Dec 12, 2019

Mar 18, 2024

NICHOLSON, BRADLEY, ROBERT

Secretary

yes

02/2022

Mar 27, 2023

Mar 18, 2024

VAN HULZEN ASSET MANAGEMENT

Shareholder

yes

10/2016

Feb 14, 2018

Mar 18, 2024

VANHULZEN, CRAIG, DENNIS

CHIEF EXECUTIVE OFFICER

yes

10/2016

Feb 14, 2018

Mar 18, 2024

VANHULZEN, CRAIG, DENNIS

MANAGING MEMBER

yes

01/2000

Feb 14, 2018

Mar 18, 2024

WEDBUSH CAPITAL

Passive

yes

07/2011

Mar 24, 2021

Mar 18, 2024

WEDBUSH FAMILY PARTNERS LLC

Shareholder

yes

12/2020

Mar 27, 2023

Mar 18, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

VAN HULZEN ASSET MANAGEMENT, LLC

n/a

Independent wealth

$2.1B

yes

n/a

CITADEL FAMILY INSURANCE SOLUTIONS LLC

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 19, 2026

$42.8M

n/a

2024

Mar 31, 2025

$40.3M

n/a

2023

Mar 18, 2024

$43.5M

n/a

2022

Mar 27, 2023

$48.2M

n/a

2021

Mar 30, 2022

$55.9M

n/a

2020

Mar 24, 2021

$55.4M

n/a

2019

Mar 26, 2020

$64.9M

$56.6M

n/a

2018

Feb 25, 2019

$46.8M

$41.7M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$42.8M

$40.3M

6.2%

$48.2M

-3.9%