Overview
Assets Under Management: $294 million
Headquarters: SAN LUIS OBISPO, CA
High-Net-Worth Clients: 122
Average Client Assets: $2 million
Frequently Asked Questions
NWM ADVISORS, 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 #283714), NWM ADVISORS, LLC is subject to fiduciary duty under federal law.
NWM ADVISORS, LLC is headquartered in SAN LUIS OBISPO, CA.
NWM ADVISORS, LLC serves 122 high-net-worth clients according to their SEC filing dated February 25, 2025. View client details ↓
According to their SEC Form ADV, NWM ADVISORS, LLC offers portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
NWM ADVISORS, LLC manages $294 million in client assets according to their SEC filing dated February 25, 2025.
According to their SEC Form ADV, NWM ADVISORS, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 122
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 83.72
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 473
Discretionary Accounts: 471
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 283714
Last Filing Date: 2025-02-25 00:00:00
Website: https://nwmadvisors.com