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NWF ADVISORY SERVICES INC
CRD 110410File 801-55681
APPROVED
Retail clients
Custody
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$6.43B
Top 25% of cohort (national)
Discretionary AUM
$3.79B
Non-discretionary $2.63B
Clients
11,433
18,868 accounts
Employees
111
Top 25% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Jun 30, 1998
- Principal office
- 11835 W OLYMPIC BLVD, STE 1155 E., LOS ANGELES, CA, 90064
- Phone
- 310-475-5854
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $6.43B
- Discretionary AUM
- $3.79B
- Non-discretionary AUM
- $2.63B
- Discretionary accounts
- 11,132
- Non-discretionary accounts
- 7,736
- Total accounts
- 18,868
- AUM per client
- $562K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 303 | $722.7M |
| Individuals (other than high net worth individuals) | 11,130 | $5.70B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.