Unclaimed Profile

Andrew James Wright

NWM ADVISORS, LLC·SAN LUIS OBISPO, California

SIE, Series 7, Series 63Clean record10 years registeredNWM ADVISORS, LLC

735 TANK FARM ROAD, SAN LUIS OBISPO, CA 93401CRD# 2609910Firm CRD# 283714

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Andrew James Wright · SAN LUIS OBISPO, CA

Registration

CRD #2609910 · NWM ADVISORS, LLC · 10 years registered

Brand Profile

Not yet started

Career History

WRIGHT WEALTH STRATEGIES, LLC

Jul 2019 – present

NWM ADVISORS, LLC

Jun 2016 – Aug 2019

SAN LUIS OBISPO, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Registration record

First registered · June 6, 2016

Years registered · 10

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

NWM ADVISORS, LLC

CRD 283714 · SEC 801-107866

AUM

$248M

Regulatory assets under management

Employees

451 client accounts

Services offered by NWM ADVISORS, LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

View all advisors at NWM ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Andrew James Wright offer?

Andrew James Wright specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in SAN LUIS OBISPO, California for a consultation.

What are Andrew James Wright's credentials?

Andrew James Wright is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Andrew James Wright located?

Andrew James Wright is based in SAN LUIS OBISPO, California, working with NWM ADVISORS, LLC. Their office serves clients in the SAN LUIS OBISPO metropolitan area and surrounding communities.

How does Andrew James Wright charge for services?

Andrew James Wright's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is NWM ADVISORS, LLC?

NWM ADVISORS, LLC has approximately 2 employees and manages $248M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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