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| NWAM LLC
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|---|---|
| CRD # | 147923 |
| SEC # | 801-69483 |
| CIK # | 0001655006 |
| AUM | $4.1 B (2026-03-31) |
| Employees | 62 (71% Investors, 0% Brokers) |
| Phone | 206-838-3680 |
| Address | 2835 82nd Avenue SE Mercer Island, WA 98040 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 85.0 | ||
| Apple Inc | 64.9 | ||
| Nvidia Corp | 41.8 | ||
| Broadcom Inc | 30.3 | ||
| Amazon Com Inc | 29.6 | ||
| Costco Wholesale Corp /NEW | 20.8 | ||
| Tesla Motors Inc | 19.0 | ||
| Alphabet Inc | 17.4 | ||
| SPDR Gold Trust | 15.2 | ||
| Alphabet Inc | 14.1 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,926 | 0.9 |
| (b) Individuals (high net worth individuals) | 832 | 3.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 8 | 0.0 |
| (n) Other | 10 | 0.0 |
| Total | 9,090 | 4.1 |
| By Discretionary | ||
| Discretionary | 6,237 | 2.9 |
| Non-Discretionary | 2,853 | 1.2 |
| Total | 9,090 | 4.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 4.1 | |
| Total | 9,090 | 4.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001655006] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Simplicity Wealth LLC
✚
|
NJ | 4.3 |
|
Beacon Capital Management Inc
✚
|
OH | 4.3 |
|
Willis Investment Counsel Inc
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|
GA | 4.2 |
|
Halbert Hargrove Global Advisors LLC
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CA | 4.2 |
|
Sound Income Strategies LLC
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|
FL | 4.2 |
|
Boston Common Asset Management LLC
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|
MA | 4.2 |
|
The Retirement Planning Group LLC
✚
|
KS | 4.2 |
|
Aprio Wealth Management LLC
✚
|
GA | 4.2 |
|
BT Family Office LLC
✚
|
GA | 4.0 |
|
Corecap Advisors LLC
✚
|
MI | 4.0 |