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NWM ADVISORS, LLC
CRD 283714 · SEC 801-107866
735 TANK FARM ROAD, SUITE 250, SAN LUIS OBISPO, CA, 93401, United States
Phone
805-781-2773
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$329.1M
Discretionary AUM
$317.2M
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-02-13
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 47 | $7.4M |
| High net worth individuals | 124 | $278.3M |
| Pension/profit sharing plans | 20 | $37.2M |
States served
CA, NV, TX
All web addresses on file
Official SEC filing: View on IAPD