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NWM ADVISORS, LLC
NWM ADVISORS, LLC
SAN LUIS OBISPO, California
·
2 registered advisors
·
CRD# 283714
SEC# 801-107866
0
805-781-2773
01
Firm Overview
AUM
$248M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Compensation
Percentage of AUM
03
Specialties
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at NWM ADVISORS, LLC
2 registered advisors
Andrew James Wright
SAN LUIS OBISPO, California
CRD# 2609910
Kevin Mark Nichols
SAN LUIS OBISPO, California
CRD# 2347023
05
Office Locations
SAN LUIS OBISPO, California
2 advisors
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Data sourced from SEC Form ADV filings. NWM ADVISORS, LLC (CRD# 283714) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.