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Building 2NORTHWEST WEALTH MANAGEMENT, LLC

Map pinSPENCER, IA
Phone877-207-0994
NotebookSEC #801-72545
Total AUM
$1B
Employees
26
Clients
2,128

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1607 W. 18TH STREET
SPENCER
IA 51301
United States
Operating Hours
8:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
877-207-0994
Other Offices
11

ReceiptFinancials

Total AUM
$1B
Accounts
4,274
Discretionary
$1B
Accounts
4,274
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1,862
AUM
$349.5M
HNW Individual Clients
223
AUM
$611.2M
Pension/Profit Sharing Plan Clients
5
AUM
$2.9M
Charitable Organization Clients
21
AUM
$19M
Corporation or Business Clients
17
AUM
$48.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCOFLIALAMNMONESDTXVA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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