Nwm Advisors, LLC
Nwm Advisors, LLC is an SEC-registered wealth manager in San Luis Obispo, CA with $329.1M assets under management (AUM, regulatory AUM), +12% over one year. See who owns Nwm Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 283714, SEC 801-107866, data through 2026-02-13.
- AUM (assets under management / regulatory AUM)
- $329.1M (2026-02-13)
- Firm type
- Wealth Manager
- Location
- San Luis Obispo, CA
- Employees
- 2
- Clients
- 191
- CRD
- 283714
- Ownership
- NICHOLS, KEVIN, MARK; NICHOLS WEALTH MANAGEMENT, INC.; WRIGHT, ANDREW, JAMES
How much AUM does Nwm Advisors, LLC have?
Nwm Advisors, LLC reported $329.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-13).
Who owns Nwm Advisors, LLC?
Disclosed owners and executives of Nwm Advisors, LLC include NICHOLS, KEVIN, MARK, NICHOLS WEALTH MANAGEMENT, INC., WRIGHT, ANDREW, JAMES. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.