NORTHWEST WEALTH MANAGEMENT, LLC

1607 W. 18th Street
Spencer, Iowa 51301
Tel: 877-207-0994

About NORTHWEST WEALTH MANAGEMENT, LLC

NORTHWEST WEALTH MANAGEMENT, LLC, formally registered with the SEC as NORTHWEST WEALTH MANAGEMENT, LLC. The firm was established in 07/05/2011. They have over 12 offices throughout the country.

NORTHWEST WEALTH MANAGEMENT, LLC is a Spencer, Iowa based Financial Planning firm with nearly $865,221,987 assets under management, offering retirement planning & investment advisory services to 4063 clients. The firm is staffed with 24 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	152816
SEC#	801-72545
Assets Managed by Firm	$865,221,987
No. of Clients	4063
No. of Advisors	24

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	4063	$865,221,987
Individuals (other than high net worth individuals)	1791	$325,576,933
High net worth individuals	191	$478,366,899
Pension and profit sharing plans	Fewer than 5 clients	$685,883
Charitable organizations	21	$18,847,025
Corporations or other businesses	19	$41,745,247

More Retirement Planning firms in Spencer, Iowa:

Firm Name	Assets Under Management	Total Clients	Total Advisors
PRINCIPAL ASSET MANAGEMENT 801 Grand Ave Des Moines, IA, 50392-0001	$377,222,976,882	6824	1955
PRINCIPAL REAL ESTATE 801 Grand Ave Des Moines, IA, 50392-0001	$93,913,367,327	643	645
AEGON ASSET MANAGEMENT US 6300 C Street Sw Cedar Rapids, IA, 52499-5338	$88,549,358,554	213	258
TRANSAMERICA RETIREMENT ADVISORS, LLC 6400 C Street Sw Cedar Rapids, IA, 52499	$16,157,423,229	212836	383
SAMMONS FINANCIAL GROUP ASSET MANAGEMENT, LLC 8300 Mills Civic Parkway West Des Moines, IA, 50266	$11,358,738,764	8	15

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