The NORTHWEST WEALTH MANAGEMENT, LLC is a publicly held investment adviser that advises $1.03Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. NORTHWEST WEALTH MANAGEMENT, LLC is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 92.5% over the last 5-years.
The Group has been registered with the SEC for 15.08 years and is comprised of 1 filing and 0 relying advisers. They operate out of 11 office locations with their Headquarters at 1607 W. 18TH STREET, SPENCER, IOWA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 26 employees comprised of 14 investment and 12 non-investment staff. The total number of Employees increased by 8.33% over the last 5-years.
Their $1.03Bn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 43 other accounts. Assets of High Net Worth Individuals clients own $611.21mn or 59.26% of Total Assets and Individuals own $349.51mn or 33.89% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 5 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees and management fees.
NORTHWEST WEALTH MANAGEMENT, LLC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.