Wealth Manager
    SEC Registered
    Manages Private Funds

    Northwest Wealth Management, LLC

    Registered investment advisor · Spencer, Iowa · CRD #152816

    Assets Under Management
    $1B
    Client Accounts
    4,274
    Employees
    26
    CRD Number
    152816
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc., National Financial Services Llc

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Northwest Wealth Management, LLC

    Northwest Wealth Management, LLC offers investment advisory services, focusing on personalized financial planning and portfolio management to help clients achieve their financial goals. The firm provides independent advice and estate planning. It is based in Spencer, IA.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Northwest Wealth Management, LLC

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    Frequently Asked Questions

    What is Northwest Wealth Management, LLC's AUM?

    Northwest Wealth Management, LLC reports approximately $1B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Northwest Wealth Management, LLC headquartered?

    Northwest Wealth Management, LLC is headquartered in Spencer, Iowa.

    What is Northwest Wealth Management, LLC's CRD number?

    Northwest Wealth Management, LLC's CRD number is 152816. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Northwest Wealth Management, LLC manage?

    Northwest Wealth Management, LLC manages approximately 4,274 client accounts according to its latest SEC filing.

    Is Northwest Wealth Management, LLC SEC registered?

    Yes, Northwest Wealth Management, LLC is registered with the SEC as an investment adviser with an approved registration status.

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