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| Happy Holidays!! thanks for using AUM13F!! |
| NWM Advisors LLC
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| CRD # | 283714 |
| SEC # | 801-107866 |
| CIK # | |
| AUM | $293.6 M (2025-02-25) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 805-781-2773 |
| Address | 735 Tank Farm Road San Luis Obispo, CA 93401 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 46 | 6.3 |
| (b) Individuals (high net worth individuals) | 122 | 245.8 |
| (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 | 21 | 37.5 |
| (h) Charitable organizations | 0 | 0.3 |
| (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 | 0 | 3.7 |
| (n) Other | 0 | 0.0 |
| Total | 473 | 293.6 |
| By Discretionary | ||
| Discretionary | 471 | 283.8 |
| Non-Discretionary | 2 | 9.8 |
| Total | 473 | 293.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 293.6 | |
| Total | 473 | 293.6 |
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|---|---|---|
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CO | 0.3 |
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0.3 | |
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Monhegan Capital Management LLC
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Personal Financial Profiles Inc
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FL | 0.3 |
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ME | 0.3 |
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Centerline Wealth Advisors LLC
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KY | 0.3 |
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Post Resch Tallon Group Inc
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NY | 0.3 |
|
Key Capital Management Inc
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|
TN | 0.3 |