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| Keyboard |
| NHWM LLC
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|---|---|
| CRD # | 328155 |
| SEC # | 801-128979 |
| CIK # | |
| AUM | 203.3 M (2026-06-08) |
| Employees | 9 (44% Investors, 67% Brokers) |
| Phone | 973-540-1066 |
| Address | 240 Cedar Knolls Rd Suite 306 Cedar Knolls, NJ 07927 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 193 | 76.5 |
| (b) Individuals (high net worth individuals) | 35 | 91.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 4.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 31.3 |
| (n) Other | 0 | 0.0 |
| Total | 740 | 203.3 |
| By Discretionary | ||
| Discretionary | 740 | 203.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 740 | 203.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 203.3 | |
| Total | 740 | 203.3 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
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|---|---|---|
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MA | 202.8 M |
|
Campbell Financial Partners LLC
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|
Kowalski Financial Inc
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|
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|
Portage Wealth Inc
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