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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- 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.
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Owner & Executives
MARY MAGDALENE WUILLOUD-AGUAS
Chief Compliance Officer, INVESTMENT OFFICER
- CRD
- #2471594
- Ownership
- 75% or more
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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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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