Overview
Assets Under Management: $162 million
Headquarters: LA JOLLA, CA
High-Net-Worth Clients: 74
Average Client Assets: $2 million
Frequently Asked Questions
NDWM LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #151284), NDWM LLC is subject to fiduciary duty under federal law.
NDWM LLC is headquartered in LA JOLLA, CA.
NDWM LLC serves 74 high-net-worth clients according to their SEC filing dated February 03, 2025. View client details ↓
According to their SEC Form ADV, NDWM LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
NDWM LLC manages $162 million in client assets according to their SEC filing dated February 03, 2025.
According to their SEC Form ADV, NDWM LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 74
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 73.93
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 645
Discretionary Accounts: 645
Regulatory Filings
CRD Number: 151284
Last Filing Date: 2025-02-03 00:00:00
Website: https://nd-wm.com