NORTHWEST WEALTH MANAGEMENT, LLC
CRD #152816 SEC #801-72545 SPENCER, IA 877-207-0994
SEC Registered
Total AUM
$865.2M
Discretionary
$865.2M
Employees
24
Clients
0
Accounts
4,063
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $865.2M | $865.2M | $0 | 24 | 38 |
| Sep 2024 | $717.8M | $717.8M | $0 | 24 | 0 |
| Mar 2024 | $717.8M | $717.8M | $0 | 24 | 0 |
| Jan 2024 | $605.4M | $605.4M | $0 | 25 | 0 |
| Aug 2023 | $605.4M | $605.4M | $0 | 25 | 0 |
| Mar 2023 | $605.4M | $605.4M | $0 | 25 | 0 |
| May 2022 | $648.1M | $648.1M | $0 | 26 | 0 |
| Mar 2022 | $648.1M | $648.1M | $0 | 26 | 0 |
| Mar 2021 | $535.8M | $535.8M | $0 | 24 | 0 |
| Nov 2020 | $506.1M | $506.1M | $0 | 24 | 0 |
| Jun 2020 | $506.1M | $506.1M | $0 | 24 | 0 |
| Jun 2020 | $506.1M | $506.1M | $0 | 24 | 0 |
| Mar 2020 | $506.1M | $506.1M | $0 | 24 | 0 |
| Nov 2019 | $476.1M | $476.1M | $0 | 26 | 0 |
| Mar 2019 | $476.1M | $476.1M | $0 | 26 | 0 |
| Oct 2018 | $545.3M | $545.3M | $0 | 22 | 1 |
| May 2018 | $545.3M | $545.3M | $0 | 22 | 1 |
| Mar 2018 | $545.3M | $545.3M | $0 | 22 | 1 |
| Sep 2017 | $423.4M | $423.4M | $0 | 21 | 1,600 |
| Jul 2017 | $423.4M | $423.4M | $0 | 21 | 1,600 |
| Mar 2017 | $423.4M | $423.4M | $0 | 21 | 1,600 |
| Feb 2016 | $343.1M | $343.1M | $0 | 24 | 1,300 |
| Feb 2016 | $343.1M | $343.1M | $0 | 24 | 1,300 |
| Jun 2015 | $329.7M | $329.7M | $0 | 22 | 1,300 |
| Mar 2015 | $329.7M | $329.7M | $0 | 22 | 1,300 |
| May 2014 | $227.8M | $227.8M | $0 | 16 | 1,000 |
| Mar 2014 | $227.8M | $227.8M | $0 | 16 | 1,000 |
| Jan 2014 | $182.8M | $182.8M | $0 | 7 | 400 |
| Jan 2014 | $182.8M | $182.8M | $0 | 7 | 400 |
| May 2013 | $182.8M | $182.8M | $0 | 7 | 400 |
| Mar 2013 | $182.8M | $182.8M | $0 | 7 | 400 |
| Mar 2013 | $182.8M | $182.8M | $0 | 7 | 400 |
| Apr 2012 | $130.5M | $130.5M | $0 | 6 | 400 |
| Mar 2012 | $130.5M | $130.5M | $0 | 6 | 400 |
| Dec 2011 | $102.6M | $102.6M | $0 | 6 | 400 |
| Jul 2011 | $102.6M | $102.6M | $0 | 10 | -- |
| Jul 2011 | $102.6M | $102.6M | $0 | 10 | -- |
| Jul 2011 | $102.6M | $102.6M | $0 | 10 | -- |
| Jun 2011 | $102.6M | $102.6M | $0 | 10 | -- |
| May 2011 | $70M | $70M | $0 | 10 | -- |
| May 2011 | $70M | $70M | $0 | 10 | -- |
| Dec 2010 | $0 | $0 | $0 | 5 | -- |
| Nov 2010 | $0 | $0 | $0 | 5 | -- |
| Sep 2010 | $0 | $0 | $0 | 5 | -- |
| Aug 2010 | $0 | $0 | $0 | 5 | -- |
| Jul 2010 | $0 | $0 | $0 | 5 | -- |
| May 2010 | $0 | $0 | $0 | 5 | -- |
| Apr 2010 | $0 | $0 | $0 | 5 | -- |
| Jan 2010 | $0 | $0 | $0 | 5 | -- |
DateMar 2025
Total AUM$865.2M
Discretionary$865.2M
Non-Disc.$0
Employees24
Clients38
DateSep 2024
Total AUM$717.8M
Discretionary$717.8M
Non-Disc.$0
Employees24
Clients0
DateMar 2024
Total AUM$717.8M
Discretionary$717.8M
Non-Disc.$0
Employees24
Clients0
DateJan 2024
Total AUM$605.4M
Discretionary$605.4M
Non-Disc.$0
Employees25
Clients0
DateAug 2023
Total AUM$605.4M
Discretionary$605.4M
Non-Disc.$0
Employees25
Clients0
DateMar 2023
Total AUM$605.4M
Discretionary$605.4M
Non-Disc.$0
Employees25
Clients0
DateMay 2022
Total AUM$648.1M
Discretionary$648.1M
Non-Disc.$0
Employees26
Clients0
DateMar 2022
Total AUM$648.1M
Discretionary$648.1M
Non-Disc.$0
Employees26
Clients0
DateMar 2021
Total AUM$535.8M
Discretionary$535.8M
Non-Disc.$0
Employees24
Clients0
DateNov 2020
Total AUM$506.1M
Discretionary$506.1M
Non-Disc.$0
Employees24
Clients0
DateJun 2020
Total AUM$506.1M
Discretionary$506.1M
Non-Disc.$0
Employees24
Clients0
DateJun 2020
Total AUM$506.1M
Discretionary$506.1M
Non-Disc.$0
Employees24
Clients0
DateMar 2020
Total AUM$506.1M
Discretionary$506.1M
Non-Disc.$0
Employees24
Clients0
DateNov 2019
Total AUM$476.1M
Discretionary$476.1M
Non-Disc.$0
Employees26
Clients0
DateMar 2019
Total AUM$476.1M
Discretionary$476.1M
Non-Disc.$0
Employees26
Clients0
DateOct 2018
Total AUM$545.3M
Discretionary$545.3M
Non-Disc.$0
Employees22
Clients1
DateMay 2018
Total AUM$545.3M
Discretionary$545.3M
Non-Disc.$0
Employees22
Clients1
DateMar 2018
Total AUM$545.3M
Discretionary$545.3M
Non-Disc.$0
Employees22
Clients1
DateSep 2017
Total AUM$423.4M
Discretionary$423.4M
Non-Disc.$0
Employees21
Clients1,600
DateJul 2017
Total AUM$423.4M
Discretionary$423.4M
Non-Disc.$0
Employees21
Clients1,600
DateMar 2017
Total AUM$423.4M
Discretionary$423.4M
Non-Disc.$0
Employees21
Clients1,600
DateFeb 2016
Total AUM$343.1M
Discretionary$343.1M
Non-Disc.$0
Employees24
Clients1,300
DateFeb 2016
Total AUM$343.1M
Discretionary$343.1M
Non-Disc.$0
Employees24
Clients1,300
DateJun 2015
Total AUM$329.7M
Discretionary$329.7M
Non-Disc.$0
Employees22
Clients1,300
DateMar 2015
Total AUM$329.7M
Discretionary$329.7M
Non-Disc.$0
Employees22
Clients1,300
DateMay 2014
Total AUM$227.8M
Discretionary$227.8M
Non-Disc.$0
Employees16
Clients1,000
DateMar 2014
Total AUM$227.8M
Discretionary$227.8M
Non-Disc.$0
Employees16
Clients1,000
DateJan 2014
Total AUM$182.8M
Discretionary$182.8M
Non-Disc.$0
Employees7
Clients400
DateJan 2014
Total AUM$182.8M
Discretionary$182.8M
Non-Disc.$0
Employees7
Clients400
DateMay 2013
Total AUM$182.8M
Discretionary$182.8M
Non-Disc.$0
Employees7
Clients400
DateMar 2013
Total AUM$182.8M
Discretionary$182.8M
Non-Disc.$0
Employees7
Clients400
DateMar 2013
Total AUM$182.8M
Discretionary$182.8M
Non-Disc.$0
Employees7
Clients400
DateApr 2012
Total AUM$130.5M
Discretionary$130.5M
Non-Disc.$0
Employees6
Clients400
DateMar 2012
Total AUM$130.5M
Discretionary$130.5M
Non-Disc.$0
Employees6
Clients400
DateDec 2011
Total AUM$102.6M
Discretionary$102.6M
Non-Disc.$0
Employees6
Clients400
DateJul 2011
Total AUM$102.6M
Discretionary$102.6M
Non-Disc.$0
Employees10
Clients--
DateJul 2011
Total AUM$102.6M
Discretionary$102.6M
Non-Disc.$0
Employees10
Clients--
DateJul 2011
Total AUM$102.6M
Discretionary$102.6M
Non-Disc.$0
Employees10
Clients--
DateJun 2011
Total AUM$102.6M
Discretionary$102.6M
Non-Disc.$0
Employees10
Clients--
DateMay 2011
Total AUM$70M
Discretionary$70M
Non-Disc.$0
Employees10
Clients--
DateMay 2011
Total AUM$70M
Discretionary$70M
Non-Disc.$0
Employees10
Clients--
DateDec 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateNov 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateSep 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateAug 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateJul 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateMay 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateApr 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateJan 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--