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| Nordwand Advisors LLC
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| CRD # | 322936 |
| SEC # | 801-126490 |
| CIK # | 0001962713 |
| AUM | 3,967.7 M (2026-03-21) |
| Employees | 10 (60% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 484-630-2510 |
| Address | 150 N Radnor Chester Rd Radnor, PA 19087 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001962713 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Broadcom Inc | 24.9 | ||
| Microsoft Corp | 18.6 | ||
| Eaton Corp Ltd | 14.4 | ||
| GS Acquisition Holdings Corp | 14.3 | ||
| J P Morgan Chase & Co | 12.4 | ||
| Chevron Corp | 12.2 | ||
| Apple Inc | 11.8 | ||
| United Technologies Corp /DE/ | 11.6 | ||
| AbbVie Inc | 11.2 | ||
| Phillips 66 | 11.2 | ||
| Oracle Corp | 11.0 | ||
| Lilly Eli & Co | 10.8 | ||
| Cummins Inc | 10.8 | ||
| Caseys General Stores Inc | 9.8 | ||
| Tyco Electronics Ltd | 9.7 | ||
| Morgan Stanley | 9.5 | ||
| Ameriprise Financial Inc | 9.3 | ||
| Cisco Systems Inc | 9.3 | ||
| Amgen Inc | 9.0 | ||
| Waste Management Inc | 8.7 | ||
| Union Pacific Corp | 8.6 | ||
| Marvell Technology Inc | 8.5 | ||
| Harris Corp /DE/ | 8.3 | ||
| Air Products & Chemicals Inc /DE/ | 8.2 | ||
| Alphabet Inc | 8.0 | ||
| Amrize Ltd | 8.0 | ||
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| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 5 | 0.0 |
| (b) Individuals (high net worth individuals) | 52 | 2.8 |
| (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 | 10 | 1.2 |
| (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 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 307 | 4.0 |
| By Discretionary | ||
| Discretionary | 302 | 2.7 |
| Non-Discretionary | 5 | 1.3 |
| Total | 307 | 4.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 4.0 | |
| Total | 307 | 4.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001962713] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
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|---|---|---|
|
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✚
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|
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|
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|
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|
Wealthcare Capital Management LLC
✚
|
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