Rhett Augustin Beal
Investment adviser representative at Mw Investment Strategy
14 yearsExperience
1 stateRegistered in
$42.8MFirm assets
8 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Citadel Family Insurance Solutions LLCAug 2023 to now
- Mw Investment StrategyJul 2022 to now
- Van Hulzen Asset Management, LLCJul 2012 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 1 state (CA).
Mw Investment Strategy
$42.8MAssets managed
28Clients
6Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6414026
- Firm CRD
- 118433