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| Happy Holidays!! thanks for using AUM13F!! |
| Northwest Wealth Management LLC
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| CRD # | 152816 |
| SEC # | 801-72545 |
| CIK # | 0001695344 |
| AUM | $865.2 M (2025-03-05) |
| Employees | 24 (75% Investors, 0% Brokers) |
| Phone | 877-207-0994 |
| Address | 1607 W 18th Street Spencer, IA 51301 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 9.4 | ||
| Nvidia Corp | 6.1 | ||
| Microsoft Corp | 4.9 | ||
| Amazon Com Inc | 4.5 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,791 | 325.6 |
| (b) Individuals (high net worth individuals) | 191 | 478.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.7 |
| (h) Charitable organizations | 21 | 18.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 19 | 41.7 |
| (n) Other | 0 | 0.0 |
| Total | 4,063 | 865.2 |
| By Discretionary | ||
| Discretionary | 4,063 | 865.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 4,063 | 865.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 865.2 | |
| Total | 4,063 | 865.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001695344] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Rudney Associates Inc
✚
|
CA | 0.9 |
|
Lathrop Investment Management Corp
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|
AR | 0.9 |
|
Margolis Brady Raghavan Financial Inc
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|
TX | 0.9 |
|
Clear Brook Advisors Inc
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|
MA | 0.9 |
|
Oakhurst Capital Advisors LLC
✚
|
DC | 0.9 |
|
Riverview Research LLC
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|
OH | 0.9 |
|
Goodman Financial Corporation
✚
|
TX | 0.9 |
|
Schnieders Capital Management LLC
✚
|
CA | 0.9 |
|
Oliver Luxxe Assets LLC
✚
|
NJ | 0.9 |
|
Terril Brothers Inc
✚
|
MO | 0.9 |