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NORDWAND ADVISORS
Legal name: NORDWAND ADVISORS, LLC
CRD 322936File 801-126490
APPROVED
Retail clients
Custody
Filing as of Mar 21, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$3.97B
Top 25% of cohort (national)
Discretionary AUM
$2.68B
Non-discretionary $1.29B
Clients
67
307 accounts
Employees
10
Top 25% of cohort in PA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Sep 2, 2022
- Principal office
- 150 N. RADNOR CHESTER RD, SUITE A270, RADNOR, PA, 19087
- Phone
- 484-630-2510
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $3.97B
- Discretionary AUM
- $2.68B
- Non-discretionary AUM
- $1.29B
- Discretionary accounts
- 302
- Non-discretionary accounts
- 5
- Total accounts
- 307
- AUM per client
- $59.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 10 | $1.21B |
| High net worth individuals | 52 | $2.75B |
| Individuals (other than high net worth individuals) | 5 | $2.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 11 | 10 | decreased by1 |
| Apr 1, 2026 | AUM | $4,214,925,507 | $3,967,694,453 | decreased by$247,231,054 |
| Apr 1, 2026 | Accounts | 281 | 307 | increased by26 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 8 | 11 | increased by3 |
| Dec 1, 2025 vs May 1, 2025 | Clients | 26 | 67 | increased by41 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $3,838,514,137 | $4,214,925,507 | increased by$376,411,370 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 120 | 281 | increased by161 |
| May 1, 2025 vs Oct 1, 2022 | Registration | APPROVED-120 | APPROVED | |
| May 1, 2025 vs Oct 1, 2022 | Employees | 1 | 8 | increased by7 |
| May 1, 2025 vs Oct 1, 2022 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | AUM | $0 | $3,838,514,137 | increased by$3,838,514,137 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 0 | 120 | increased by120 |
| Oct 1, 2022 | Registration | — | APPROVED-120 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “NORDWAND ADVISORS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“NORDWAND ADVISORS” may also match similarly-named firms). Confirm identity against each filing.
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.