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Northwest Wealth Management, LLC
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Spencer, Iowa
$506.1 million AUM
9 offices

Northwest Wealth Management, LLC is based in Spencer, Iowa and has $506.1 million in assets under management.

Location
1607 W. 18th Street
Spencer, IA 51301
$506.1 million
AUM
24
Employees
AUM Share
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$506,104,463
Assets under management
3,191 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 1,615 $262,239,145 52% $162,377
High net worth individuals 95 $202,552,233 40% $2,132,129
Pension and profit sharing plans 2 $5,416,751 1% $2,708,376
Charitable organizations 16 $4,444,462 1% $277,779
Other corporations or businesses 12 $31,451,872 6% $2,620,989
Employees Share
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24
Employees
15
Investment analysts
62% of total employees
AUM per employee Share
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$506,104,463
Assets under management
$21,087,686
AUM per employee
$33,740,298
AUM per investment analyst
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Compensation

Northwest Wealth Management, LLC makes money through the following ways:

  • Percentage of AUM
  • Hourly fees
  • Fixed fees
Services offered

Northwest Wealth Management, LLC provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
Business activities
  • Insurance broker or agent
Firm data Share
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CRD number 152,816
SEC number 801-72545
Legal structure Limited Liability Company
Legal governance Iowa, United States
Latest ADV filing date March 20, 2020

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