Northwest Wealth Management LLC

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Assets, Funds, Holdings

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CAFR Data
Northwest Wealth Management LLC
CRD #152816
SEC #801-72545
CIK #
AUM $476.1 MM (100% Disc, 100% US)
Employees26 (65% Investors, 0% Brokers)
Phone712-580-4100
Address705 N Grand Avenue
Spencer, IA 51301
Source [IAPD] [Website] [LinkedIn]
Total AUM ($MM)
55044033022011002009201220162020
Sector Holding Cap ($MM) Value ($MM)
VBR6.2
VTI5.5
VEA5.4
USB82,350.04.8
OXY47,880.03.5
TIP3.4
VSS3.3
BSV3.3
VTV3.3
IVV2.5
View All
Holdings by Sector ($)
0.20.20.10.10.00.02017201820192020
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