Investment adviser · CRD 169912

MWM

Investment adviser filing (IA)

MWM 1835, LLC

LA JOLLA, CA, United States · Form ADV filed May 29, 2015

Regulatory AUM
$22.3M
Form ADV · Item 5.F
Client accounts
57
Accounts, not individual clients
Employees
9
Reported in this filing
Advisory professionals
4
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: May 29, 2015. View historical filings

Reported services

Individual portfolio management · Business portfolio management · Selection of other advisers

Compensation

Percentage of assets

Principal office

1268 PROSPECT STREET
LA JOLLA, CA, 92037, United States

CRD 169912

Filing source

Form ADV 925445 · May 29, 2015 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.