NWM Advisors, LLC
SEC RegisteredWelcome to NWM Advisors, LLC
About the firm
NWM Advisors, LLC was founded with the goal of assisting clients in every aspect of their financial lives. The firm consists of experienced professionals with a hands-on approach to financial guidance, focused on Financial Planning and Investment Portfolio Management. NWM Advisors, LLC is a Registered Investment Adviser operating by referral only.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial Planning and Investment Portfolio Management, with a disciplined process guided through education, communication, and personal service.
Who they serve
Clients seeking guidance in every aspect of their financial lives, accepted by referral only.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 47 | $7.4M |
| High Net Worth Individuals | 124 | $278M |
| Charitable Organizations | 20 | $37M |
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
Data as of February 13, 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. NWM Advisors, 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.
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