NWM Advisors, LLC

EST. AUM
$329,057,624

CONTACTS

CLIENT ACCOUNTS
501

Firm Details

Metro area Los Angeles
CRD Number 283714
Website nwmadvisors.com
Client types

Overview

NWM Advisors, LLC, operating as Nichols Wealth Management Advisors, is an independent, SEC-registered investment adviser headquartered in San Luis Obispo, California. Operating under a strict fiduciary standard, the firm provides personalized wealth management and financial planning services to individuals, multi-generational families, corporate retirement plans, and profit-sharing programs. The firm distinguishes itself through its commitment to transparency, client education, and ongoing communication, free from commission-based incentives and product sales quotas. Its advisory process incorporates cash flow planning, asset protection strategies, employee benefit integration, and legacy planning. The firm’s investment philosophy emphasizes globally diversified, risk-aware portfolios constructed primarily with low-cost index funds, institutional mutual funds, and exchange-traded funds designed to support long-term wealth accumulation.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

NWM Advisors, LLC

Platform Details

Investment Preferences

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Address

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