|
⚲
|
| Northwest Wealth Management LLC
✚
|
|
|---|---|
| CRD # | 152816 |
| SEC # | 801-72545 |
| CIK # | 0001695344 |
| AUM | $605.4 MM (2023-03-02) |
| Employees | 25 (68% Investors, 0% Brokers) |
| Phone | 877-207-0994 |
| Address | 1607 W 18th Street Spencer, IA 51301 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 6.9 | |
| ETN | 51,598.7 | 3.5 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,745 | 285.2 |
| (b) Individuals (high net worth individuals) | 121 | 272.1 |
| (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 | 1 | 0.1 |
| (h) Charitable organizations | 15 | 16.7 |
| (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 | 16 | 31.3 |
| (n) Other | 0 | 0.0 |
| Total | 3,656 | 605.4 |
| By Discretionary | ||
| Discretionary | 3,656 | 605.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3,656 | 605.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 605.4 | |
| Total | 3,656 | 605.4 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001695344] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
The NorthStar Group Inc
✚
|
NY | 0.6 |
|
Aequitas Investment Advisors LLC
✚
|
MA | 0.6 |
|
Sentinus LLC
✚
|
IL | 0.6 |
|
Lipe & Dalton Inc
✚
|
NY | 0.6 |
|
Aviance Capital Partners LLC
✚
|
FL | 0.6 |
|
Affinity Wealth Management LLC
✚
|
DE | 0.6 |
|
Lexaurum Advisors LLC
✚
|
KS | 0.6 |
|
Kingfisher Capital LLC
✚
|
NC | 0.6 |
|
Archer Investment Corporation
✚
|
IN | 0.6 |
|
Aegis Wealth Management LLC
✚
|
MD | 0.6 |