Overview
Assets Under Management: $865 million
Headquarters: SPENCER, IA
High-Net-Worth Clients: 191
Average Client Assets: $3 million
Frequently Asked Questions
NORTHWEST WEALTH MANAGEMENT, 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 #152816), NORTHWEST WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
NORTHWEST WEALTH MANAGEMENT, LLC is headquartered in SPENCER, IA.
NORTHWEST WEALTH MANAGEMENT, LLC serves 191 high-net-worth clients according to their SEC filing dated March 05, 2025. View client details ↓
According to their SEC Form ADV, NORTHWEST WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
NORTHWEST WEALTH MANAGEMENT, LLC manages $865 million in client assets according to their SEC filing dated March 05, 2025.
According to their SEC Form ADV, NORTHWEST WEALTH MANAGEMENT, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 191
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 55.29
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 4,063
Discretionary Accounts: 4,063
Regulatory Filings
CRD Number: 152816
Filing ID: 1938655
Last Filing Date: 2025-03-05 09:05:00
Website: https://invest-northwest.com