Mw Investment Strategy
- Regulatory AUM
- $42.8M
- Discretionary
- $42.8M
- Clients
- 28
- Avg AUM / client
- $1.5M
- Accounts
- 45
- Employees
- 6
AUM over time
Annual snapshots from Form ADV filings · as of Mar 19, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 28 | $42.5M | 99.3% |
| Pension and profit sharing plans | Fewer than 5 clients | $306K | 0.71% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Craig Dennis Vanhulzen | Chief Executive Officer | Jan 2000 (27y) | ≈ 37.5% – 75% via Van Hulzen Asset Management | |
| Paul Lester Nederveld | Chief Compliance Officerchief Financial Officer And Director Of Business Operations | Oct 2019 (7y) | Less than 5% | |
| Bradley Robert Nicholson | Secretary | CFP | Feb 2022 (5y) | Less than 5% |
| Martin John Weil | Registered representative | CFP | Apr 1997 (29y) | |
| Jarrod Scott Jacobi | Registered representative | Jan 2023 (4y) | ||
| Rhett Augustin Beal | Registered representative | Jan 2026 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Van Hulzen Asset Management | Shareholder | Oct 2016 | A | 75% or more |
| Wedbush Capital | Passive | Jul 2011 | B | ≈ 18.75% – 50% via Van Hulzen Asset Management |
| Wedbush Family Partners Llc | Shareholder | Dec 2020 | B | ≈ 4.69% – 25% via Wedbush Capital |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Craig Dennis Vanhulzen: 50% – 75% of Van Hulzen Asset Management × 75% – 100% direct ≈ 37.5% – 75% of the firm
- Wedbush Capital: 25% – 50% of Van Hulzen Asset Management × 75% – 100% direct ≈ 18.75% – 50% of the firm
- Wedbush Family Partners Llc: 25% – 50% of Wedbush Capital × 25% – 50% of Van Hulzen Asset Management × 75% – 100% direct ≈ 4.69% – 25% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/19/2026 | 1.03 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $40.9M (95% of AUM) Mar 2026
- Vanguard Marketing Corporation $11.0M (23% of AUM) Oct 2023
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 19, 2026.
View current Form ADV (SEC/IAPD) ↗