MWM 1835

MWM 1835 was a multi-family office based in La Jolla, California. Established in 2013, the firm provided wealth management and asset management services to high-net-worth families and individuals. The firm specialized in legacy planning, asset protection, estate planning, and wealth transference services. Additionally, the firm offered investment advisory services. The assets of the firm were managed by the executive management team. The firm is no longer in business and is not actively tracked by PitchBook.