NORTHWEST WEALTH MANAGEMENT, LLC
SEC file number 801-72545
· SPENCER, IA
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$717.8M
Discretionary AUM
$717.8M
Employees
24
Clients
—
Firm
- Address
- 1607 W. 18TH STREET
SPENCER, IA 51301 - Phone
- —
- Website
- —
- Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed Apr 28, 2026
Possible Form D name matches (not verified)
- RLS Wealth Management LP LLC Medium name-match confidence · CIK 2138502 · NC
- North Haven Capital Partners VIII U.S. Wealth Management Partners LP Medium name-match confidence · CIK 2027895 · NY
- North Haven Capital Partners VIII Non-U.S. Wealth Management Partners LP Medium name-match confidence · CIK 2027900 · NY
- Cantata Wealth Management, LLC Medium name-match confidence · CIK 2051140 · FL
- Redstone Wealth Management Co., Ltd. Medium name-match confidence · CIK 2112381 · CO
- ARCADIA WEALTH MANAGEMENT LLC\GA Medium name-match confidence · CIK 2132232 · GA
- US Wealth Management Ventures, LLC Medium name-match confidence · CIK 1993605 · NY
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RLS Wealth Management LP LLC · D · Jun 4, 2026$1.2M
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ARCADIA WEALTH MANAGEMENT LLC\GA · D · Apr 29, 2026
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Redstone Wealth Management Co., Ltd. · D · Feb 20, 2026$100M
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US Wealth Management Ventures, LLC · D · Nov 24, 2025$5M
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Cantata Wealth Management, LLC · D · Oct 10, 2025$2M
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North Haven Capital Partners VIII U.S. Wealth Management Partners LP · D · Aug 5, 2025
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North Haven Capital Partners VIII Non-U.S. Wealth Management Partners LP · D · Aug 5, 2025
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Cantata Wealth Management, LLC · D · Feb 19, 2025$2M
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North Haven Capital Partners VIII U.S. Wealth Management Partners LP · D · Jan 30, 2025
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North Haven Capital Partners VIII Non-U.S. Wealth Management Partners LP · D · Jan 30, 2025