|
⚲
|
| Northwest Wealth Management LLC
✚
| |
|---|---|
| CRD # | 152816 |
| SEC # | 801-72545 |
| CIK # | 0001695344 |
| AUM | $717.8 MM (2024-03-11) |
| Employees | 25 (68% Investors, 0% Brokers) |
| Phone | 877-207-0994 |
| Address | 1607 W 18th Street Spencer, IA 51301 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 9.5 | |
| ETN | 51,598.7 | 6.3 | |
| NVDA | 399,550.0 | 4.0 | |
| MSFT | 1,918,222.4 | 3.9 | |
| AMZN | 1,092,997.8 | 3.9 | |
| 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) |
|---|---|---|
|
Vantage Financial Group Inc
✚
|
OH | 0.7 |
|
Brickley Wealth Management
✚
|
CA | 0.7 |
|
Icon Advisers Inc
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|
CO | 0.7 |
|
Meg Green & Associates Inc
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|
FL | 0.7 |
|
The NorthStar Group Inc
✚
|
NY | 0.7 |
|
Sovereign Financial Group Inc
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|
CT | 0.7 |
|
Strategic Point Investment Advisors LLC
✚
|
RI | 0.7 |
|
Sloan Investment Management LLC
✚
|
TX | 0.7 |
|
Trivium Point Advisory LLC
✚
|
CT | 0.7 |
|
Ignite Planners LLC
✚
|
CA | 0.7 |