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NORTHWEST WEALTH MANAGEMENT, LLC
CRD 152816 · SEC 801-72545
1607 W. 18TH STREET, SPENCER, IA, 51301, United States
Phone
877-207-0994
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.03B
Discretionary AUM
$1.03B
Team
26 total employees; 14 advisory reps; 35 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1862 | $349.5M |
| High net worth individuals | 223 | $611.2M |
| Pension/profit sharing plans | 5 | $2.9M |
| Charitable organizations | 21 | $19.0M |
| Corporations/business entities | 17 | $48.7M |
States served
AZ, CA, CO, IL, IA, LA, MN, NE, VA, MO, TX, FL, SD
All web addresses on file
Official SEC filing: View on IAPD