|
⚲
|
| Keyboard |
| Northwest Wealth Management LLC
✚
|
|
|---|---|
| CRD # | 152816 |
| SEC # | 801-72545 |
| CIK # | 0001695344 |
| AUM | 1,031.4 M (2026-03-12) |
| Employees | 26 (54% Investors, 0% Brokers) |
| Phone | 877-207-0994 |
| Address | 1607 W 18th Street Spencer, IA 51301 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001695344 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 11.5 | ||
| Apple Inc | 11.4 | ||
| Tesla Motors Inc | 7.5 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,862 | 349.5 |
| (b) Individuals (high net worth individuals) | 223 | 611.2 |
| (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 | 5 | 2.9 |
| (h) Charitable organizations | 21 | 19.0 |
| (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 | 17 | 48.7 |
| (n) Other | 0 | 0.0 |
| Total | 4,274 | 1,031.4 |
| By Discretionary | ||
| Discretionary | 4,274 | 1,031.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 4,274 | 1,031.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,031.4 | |
| Total | 4,274 | 1,031.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001695344] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 35 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Rodgers Brothers Inc
✚
|
PA | 1,037.5 M |
|
Fierston Financial Group Inc
✚
|
CT | 1,035.6 M |
|
William Mack & Associates Inc
✚
|
MI | 1,034.6 M |
|
Gould Asset Management LLC
✚
|
CA | 1,034.5 M |
|
IFG Advisors LLC
✚
|
MO | 1,030.0 M |
|
John Moore & Associates Inc
✚
|
NM | 1,028.8 M |
|
Harvey Investment Company LLC
✚
|
KY | 1,028.6 M |
|
Park Piedmont Advisors LLC
✚
|
IL | 1,028.5 M |
|
Burns J W & Co Inc
✚
|
NY | 1,026.8 M |
|
Glen Eagle Advisors LLC
✚
|
NJ | 1,026.4 M |