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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 12-10-2003
- Office Locations
- 1
Office Locations
About MW Investment Advisor, LLC
MW Investment Advisor is a fee-only RIA led by Mary M. Wuilloud, serving individuals (including retirees and job changers) and select institutions. The firm builds long-term, customized asset-allocation portfolios using diversified equity exposure and investment-grade bonds, often implemented with ETFs. Clients receive a hands-on, education-focused process with regular monitoring; custody includes TD Ameritrade.
Reported data analysis
What the numbers show
Of the latest reported AUM, 0.0% is discretionary and 100.0% is non-discretionary.
The firm reports 1 advisory representatives and 38 clients, or 38 clients per representative. That equates to $868.4K in reported AUM per client.
The profile lists 1 reported office location and 22 years in operation. The source data was last updated on March 20, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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Owner & Executives
MARY MAGDALENE WUILLOUD-AGUAS
Chief Compliance Officer, INVESTMENT OFFICER
- CRD
- #2471594
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $33,000,000 | -- |
| Total | $33,000,000 | -- |
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Separately Managed Accounts
SMA allocation detail is available
MW Investment Advisor, LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.