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MW Investment Strategy

MW Investment Strategy. CRD 118433

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CRD: 118433

MW Investment Strategy

EL Dorado Hills, CA, 95762
9166084284
vanhulzenadvisors.com
$42.8M Total AUM
$42.8M Disc. AUM
-- 3Y CAGR
6 Employees
28 ADV. Clients
29 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail and Institutional
Platforms
Oak fusionFusion +more
Established Date
04-23-1997
Office Locations
2

Office Locations

4370 Town Center Blvd. Suite 220 EL Dorado Hills CA
-- Sonoma CA

About MW Investment Strategy

Van Hulzen Financial Advisors is an independent fiduciary RIA providing personalized financial planning and discretionary investment management for individuals, families, and small business owners, including retirement, legacy/philanthropy, and special-needs family planning. The firm emphasizes client-centered advocacy and portfolio construction focused on asset allocation and risk management, often using ETFs and mutual funds, and publishes ongoing market commentary and insights for clients and prospects.

Team overview

39 AVG AGE
$7.1M AVG AUM / ADVISOR
$1.5M AVG AUM / CLIENT
9.8 yrs AVG TENURE
6 Employees
6 Advisory Reps
6 RIA Reps
29yrs Firm Age

Insights

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Asset Classes

Eagle Summit harbor Summit

Client Personas

Summit

CRM

Radial fusion

Custodian

Fusion prime Prime Vertex eagle Frontier Foundation value Matrix north

Investment Themes

Frontier oak Fusion quantum

Investment Vehicles

Catalyst Vital

Platform

Eagle crest

Services

Zenith Bridge zenith Quantum catalyst Unison Atlas bridge Quantum Signal Prime pathway Capital Matrix legacy

Technology

Wave Legacy Prime

Owner & Executives

Paul Lester Nederveld

Paul Lester Nederveld

Chief Compliance Officer, DIRECTOR OF BUSINESS OPERATIONS, Financial Advisor

CRD
#7194915
Ownership
Less than 5%
(959) 293-4357
bridge.optima@atlascapital.com
in linkedin.com/in/zenith-harbor
B

BRADLEY ROBERT NICHOLSON

President, Secretary

CRD
#4846561
Ownership
Less than 5%
(878) 408-8471
unison.pathway@vectorcapital.com
in linkedin.com/in/horizon-peak
R

Ridge crest

Harbor unison value

CRD
#96360
Ownership
11.4%
(873) 868-9903
oak.ember@zenithcapital.com
in linkedin.com/in/ember-legacy

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Contacts

RHETT AUGUSTIN BEAL

RHETT AUGUSTIN BEAL

Financial Advisor, General Partner, VICE PRESIDENT

CRD
#6414026
(301) 649-9266
catalyst.ridge@eaglecapital.com
in linkedin.com/in/atlas-delta
J

JARROD SCOTT JACOBI

Financial Advisor, General Partner

CRD
#2582025
(511) 685-8478
meridian.signal@bridgecapital.com
in linkedin.com/in/element-ridge
O

Optima catalyst

Glacier glacier

CRD
#33142
(734) 678-5917
zenith.oak@crestcapital.com
in linkedin.com/in/wave-catalyst

Showing 2 of 6 contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-30-2022
10-12-2023
03-18-2024
05-20-2025
03-19-2026
Category Assets AVG. Account size
Discretionary $42,798,325 $951,074
Non-Discretionary $0 --
Total $42,798,325 $951,074

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Separately Managed Accounts

Total SMA Asset: $42,798,325

$42.8M Total SMA
Public Funds:
11.0%
U.S. Government/Agency:
22.9%
Equity - Exchange:
33.6%
Corporate - Investment Grade:
26.2%
Cash:
6.3%
Asset class Assets Assets %
Public Funds $132,432,691 11.0%
U.S. Government/Agency $275,700,784 22.9%
Equity - Exchange $404,521,674 33.6%
Corporate - Investment Grade $315,430,591 26.2%
Cash $75,847,814 6.3%
Total $1,203,933,554 100.0%

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