Westlake Village, CA Lindero Canyon Rd. Office

Team
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Nwf Advisory Services Inc logo

Nwf Advisory Services Inc

Multi-team

Firm-wide stats for Nwf Advisory Services Inc

Total advisors

107

Across 43 offices

Clients per advisor

107 Very High

Avg AUM per client

$562,071 Typical

HNW client ratio

3% Very Low

About

NWF Advisory Services is an SEC‑registered investment adviser that manages approximately $6.4 billion in client assets through a network of more than 100 advisory representatives and serves primarily individual and high‑net‑worth clients. The firm offers portfolio management across advisor‑managed wrap and non‑wrap accounts, model portfolio and SMA/UMA programs, third‑party advisory platforms, financial planning at multiple levels, and retirement plan consulting services.

The firm operates an open‑architecture, technology‑driven platform that uses risk‑tolerance questionnaires, asset‑allocation optimization tools, and both fundamental and technical analysis to construct and manage portfolios on discretionary and non‑discretionary bases. Program offerings include advisor‑managed portfolios, model allocations sourced from third‑party program managers, unified managed accounts, and ongoing monitoring and reporting, with the adviser selecting or recommending strategies based on client objectives and suitability.

NWF’s business model is notable for its industry affiliations: its advisory representatives are also registered representatives of a broker‑dealer, which creates potential incentives to recommend commissionable products and results in supervisory and custodial arrangements that differ from many peers. Although it provides retirement plan consulting capabilities, the firm’s reported client base in its ADV is focused on individuals and high‑net‑worth individuals rather than corporate or business clients, a composition that is less common among large enterprise advisers.

Based on Nwf Advisory Services Inc

Expertise

Wealth management Active portfolio management

Based on Nwf Advisory Services Inc

Location

32107 Lindero Canyon Rd. Suite 217

Westlake Village CA 91361

Advisors at this office

3

Advisors at this office

user avatar

Marcus S

Series 63, Series 65

Westlake Village, CA

Nwf Advisory Services Inc

Marcus Silver is a financial advisor with NWF Advisory Services Inc and holds Series 63 and Series 65 licenses. He has 27 years of industry experience, including prior roles at OSAIC, Cetera Advisors LLC, and First Allied Advisory Services. Silver serves as president of Silverberg Wealth Management and Marcus and Kelton LLC, providing financial guidance and managing business expenses. NWF Advisory Services is an SEC-registered investment adviser managing approximately $6.4 billion in client assets through over 100 advisory representatives. The firm serves primarily individual and high-net-worth clients with a technology-driven, open-architecture platform offering diversified portfolio management, model allocations, and retirement plan consulting.

Wealth management Active portfolio management
user avatar

Gregg T

Series 63, Series 65

Westlake Village, CA

Nwf Advisory Services Inc

Gregg Turkin is a financial advisor with NWF Advisory Services Inc in Westlake Village, CA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His prior roles include positions at OSAIC Wealth, Inc., Royal Alliance Associates, Cetera Advisors LLC, and First Allied Advisory Services. Outside of financial advising, Turkin is involved in real estate and home design businesses, including ownership of G&D Home Designs and partnerships in related ventures. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients, offering a range of investment programs through an open-architecture wealth management platform that combines advisor-managed portfolios and third-party model portfolios.

Wealth management Active portfolio management
user avatar

Victor M

Series 63, Series 66

Westlake Village, CA

Nwf Advisory Services Inc

Victor Mastrella is a financial advisor at NWF Advisory Services Inc with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Royal Alliance Associates and Cetera Advisors. Outside of his advisory role, he operates a sole proprietorship as an attorney providing legal consultation and representation. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients, offering a range of services including retirement plan consulting and trust and estate services. The firm employs an open-architecture wealth management platform with a focus on strategic long-term investing while also offering tactical strategies and access to third-party advisory models.

Wealth management Active portfolio management
View complete list of advisors at this office
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