A complete list of active advisors currently associated with NWM Advisors, LLC

Warmer can help you find a great advisor at NWM Advisors, LLC or one who fits your needs even better.

NWM Advisors, LLC provides investment advisory services to individuals (including high net worth clients), trusts, retirement plans, and business entities, offering comprehensive portfolio management, retirement plan consulting, and 529 account management through American Funds. The firm manages roughly $329 million in client assets across about 171 client relationships and does not impose formal requirements to open or maintain accounts. In constructing portfolios the firm emphasizes strategic asset allocation and combines fundamental, technical and cyclical analysis to select positions in equities, bonds, ETFs and mutual funds, with regular monitoring and rebalancing. Clients may grant the firm discretionary authority or impose investment restrictions, and the 529 account management service is offered as a complimentary, limited service restricted to American Funds mutual funds and without discretionary trading by the firm. Distinctive aspects include operating with a small advisory team relative to its asset base and providing retirement plan consulting while acknowledging ERISA fiduciary duties to plan clients. The firm also discloses that it assesses advisory fees on cash and cash equivalents unless otherwise agreed and has documented custodial safeguards and procedures for standing transfer instructions.

To learn more about the advisors currently working at NWM Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.