NPM Consulting, LLC
SEC RegisteredAbout the firm
NPM Consulting is a Registered Investment Advisor that provides investment management, financial planning, tax and administrative services to high-net-worth individuals. The firm specializes in portfolio management across family entities including foreign and domestic trusts, family limited partnerships, and other complex structures. It acts in a fiduciary capacity with a goal of providing lasting continuity and trust from one generation to the next.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment management, financial planning, tax and administrative services; portfolio management across family entities including foreign and domestic trusts, family limited partnerships, and other complex structures
Who they serve
High-net-worth individuals
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 16 | $16M |
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. NPM Consulting, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched