NWM ADVISORS, LLC
CRD #283714 SEC #801-107866 SAN LUIS OBISPO, CA 805-781-2773
SEC Registered
Total AUM
$293.6M
Discretionary
$283.8M
Employees
2
Clients
--
Accounts
473
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $293.6M | $283.8M | $9.8M | 2 | 0 |
| Feb 2025 | $293.6M | $283.8M | $9.8M | 2 | 0 |
| Feb 2024 | $247.8M | $240.4M | $7.4M | 2 | 0 |
| Aug 2023 | $211.2M | $202M | $9.2M | 2 | 0 |
| Mar 2023 | $211.2M | $202M | $9.2M | 2 | 0 |
| Feb 2022 | $247.1M | $235.6M | $11.5M | 2 | 0 |
| Apr 2021 | $206M | $200M | $6M | 3 | 0 |
| Jan 2021 | $206M | $200M | $6M | 3 | 0 |
| Nov 2020 | $171.8M | $166.8M | $5M | 5 | 0 |
| Nov 2020 | $171.8M | $166.8M | $5M | 5 | 0 |
| May 2020 | $171.8M | $166.8M | $5M | 5 | 0 |
| May 2020 | $171.8M | $166.8M | $5M | 5 | 0 |
| Apr 2020 | $171.8M | $166.8M | $5M | 5 | 0 |
| Feb 2020 | $171.8M | $166.8M | $5M | 5 | 0 |
| Aug 2019 | $159.8M | $155.5M | $4.3M | 5 | 0 |
| Jul 2019 | $196.8M | $173.7M | $23.1M | 5 | 0 |
| May 2019 | $196.8M | $173.7M | $23.1M | 5 | 0 |
| Mar 2019 | $196.8M | $173.7M | $23.1M | 5 | 0 |
| Jun 2018 | $199.9M | $175.8M | $24.1M | 4 | 0 |
| Jun 2018 | $199.9M | $175.8M | $24.1M | 4 | 0 |
| May 2018 | $199.9M | $175.8M | $24.1M | 4 | 0 |
| Apr 2018 | $199.9M | $175.8M | $24.1M | 4 | 0 |
| Jan 2018 | $199.9M | $175.8M | $24.1M | 4 | 0 |
| Nov 2017 | $190.1M | $168.2M | $21.9M | 4 | 0 |
| Oct 2017 | $190.1M | $168.2M | $21.9M | 4 | 0 |
| Oct 2017 | $190.1M | $168.2M | $21.9M | 4 | 0 |
| Aug 2017 | $130.1M | $130.1M | $0 | 4 | 200 |
| Jul 2017 | $130.1M | $130.1M | $0 | 4 | 200 |
| Jul 2017 | $130.1M | $130.1M | $0 | 4 | 200 |
| Feb 2017 | $130.1M | $130.1M | $0 | 4 | 200 |
| Aug 2016 | $108.7M | $108.7M | $0 | 4 | 0 |
| Jun 2016 | $0 | $0 | $0 | 4 | 0 |
| May 2016 | $0 | $0 | $0 | 4 | 0 |
DateFeb 2025
Total AUM$293.6M
Discretionary$283.8M
Non-Disc.$9.8M
Employees2
Clients0
DateFeb 2025
Total AUM$293.6M
Discretionary$283.8M
Non-Disc.$9.8M
Employees2
Clients0
DateFeb 2024
Total AUM$247.8M
Discretionary$240.4M
Non-Disc.$7.4M
Employees2
Clients0
DateAug 2023
Total AUM$211.2M
Discretionary$202M
Non-Disc.$9.2M
Employees2
Clients0
DateMar 2023
Total AUM$211.2M
Discretionary$202M
Non-Disc.$9.2M
Employees2
Clients0
DateFeb 2022
Total AUM$247.1M
Discretionary$235.6M
Non-Disc.$11.5M
Employees2
Clients0
DateApr 2021
Total AUM$206M
Discretionary$200M
Non-Disc.$6M
Employees3
Clients0
DateJan 2021
Total AUM$206M
Discretionary$200M
Non-Disc.$6M
Employees3
Clients0
DateNov 2020
Total AUM$171.8M
Discretionary$166.8M
Non-Disc.$5M
Employees5
Clients0
DateNov 2020
Total AUM$171.8M
Discretionary$166.8M
Non-Disc.$5M
Employees5
Clients0
DateMay 2020
Total AUM$171.8M
Discretionary$166.8M
Non-Disc.$5M
Employees5
Clients0
DateMay 2020
Total AUM$171.8M
Discretionary$166.8M
Non-Disc.$5M
Employees5
Clients0
DateApr 2020
Total AUM$171.8M
Discretionary$166.8M
Non-Disc.$5M
Employees5
Clients0
DateFeb 2020
Total AUM$171.8M
Discretionary$166.8M
Non-Disc.$5M
Employees5
Clients0
DateAug 2019
Total AUM$159.8M
Discretionary$155.5M
Non-Disc.$4.3M
Employees5
Clients0
DateJul 2019
Total AUM$196.8M
Discretionary$173.7M
Non-Disc.$23.1M
Employees5
Clients0
DateMay 2019
Total AUM$196.8M
Discretionary$173.7M
Non-Disc.$23.1M
Employees5
Clients0
DateMar 2019
Total AUM$196.8M
Discretionary$173.7M
Non-Disc.$23.1M
Employees5
Clients0
DateJun 2018
Total AUM$199.9M
Discretionary$175.8M
Non-Disc.$24.1M
Employees4
Clients0
DateJun 2018
Total AUM$199.9M
Discretionary$175.8M
Non-Disc.$24.1M
Employees4
Clients0
DateMay 2018
Total AUM$199.9M
Discretionary$175.8M
Non-Disc.$24.1M
Employees4
Clients0
DateApr 2018
Total AUM$199.9M
Discretionary$175.8M
Non-Disc.$24.1M
Employees4
Clients0
DateJan 2018
Total AUM$199.9M
Discretionary$175.8M
Non-Disc.$24.1M
Employees4
Clients0
DateNov 2017
Total AUM$190.1M
Discretionary$168.2M
Non-Disc.$21.9M
Employees4
Clients0
DateOct 2017
Total AUM$190.1M
Discretionary$168.2M
Non-Disc.$21.9M
Employees4
Clients0
DateOct 2017
Total AUM$190.1M
Discretionary$168.2M
Non-Disc.$21.9M
Employees4
Clients0
DateAug 2017
Total AUM$130.1M
Discretionary$130.1M
Non-Disc.$0
Employees4
Clients200
DateJul 2017
Total AUM$130.1M
Discretionary$130.1M
Non-Disc.$0
Employees4
Clients200
DateJul 2017
Total AUM$130.1M
Discretionary$130.1M
Non-Disc.$0
Employees4
Clients200
DateFeb 2017
Total AUM$130.1M
Discretionary$130.1M
Non-Disc.$0
Employees4
Clients200
DateAug 2016
Total AUM$108.7M
Discretionary$108.7M
Non-Disc.$0
Employees4
Clients0
DateJun 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateMay 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0