NFWM

NO FATE BWWM, LLC

CRD 317406 · SEC 801-122753

8105 RASOR BLVD., BOX #87, PLANO, TX, 75024, United States

Phone

(214) 379-3333

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$311.9M

Discretionary AUM

$309.5M

Team

2 total employees; 2 advisory reps

Clients

51-100

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-31

Disciplinary history

Services

Financial planningPortfolio management (individuals)

Type	Clients	AUM
Individuals	25	$7.0M
High net worth individuals	50	$174.6M

WA, TX

Official SEC filing: View on IAPD