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| Keyboard |
| NWM Advisors LLC
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|---|---|
| CRD # | 283714 |
| SEC # | 801-107866 |
| CIK # | 0002098824 |
| AUM | 329.1 M (2026-02-13) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 805-781-2773 |
| Address | 735 Tank Farm Road San Luis Obispo, CA 93401 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 4.8 | ||
| J P Morgan Chase & Co | 4.4 | ||
| Nvidia Corp | 4.3 | ||
| Visa Inc | 4.0 | ||
| Microsoft Corp | 3.7 | ||
| United Parcel Service Inc | 1.5 | ||
| Palantir Technologies Inc | 1.2 | ||
| Costco Wholesale Corp /NEW | 0.4 | ||
| Caterpillar Inc | 0.3 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 47 | 7.4 |
| (b) Individuals (high net worth individuals) | 124 | 278.3 |
| (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 | 20 | 37.2 |
| (h) Charitable organizations | 0 | 2.9 |
| (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 | 3.1 |
| (n) Other | 0 | 0.0 |
| Total | 501 | 329.1 |
| By Discretionary | ||
| Discretionary | 499 | 317.2 |
| Non-Discretionary | 2 | 11.9 |
| Total | 501 | 329.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 329.1 | |
| Total | 501 | 329.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002098824] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
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|
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Gutierrez Wealth Advisory LLC
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Pearl Planning LLC
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|
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|
Power Financial Partners LLC
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|
VB&T Wealth Management LLC
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|
Oxford Wealth Group LLC
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FL | 327.9 M |