Single Family OfficeRIA · CRD 317406SEC-Registered

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NFWM

NFWM is an SEC-registered investment adviser in Plano, TX, registered since 2021. The firm manages $312 million in assets, $310 million on a discretionary...

NFWM

NFWM is an SEC-registered investment adviser in Plano, TX, registered since 2021. The firm manages $312 million in assets, $310 million on a discretionary basis. It has 2 employees and 2 investment advisers.

General information

Firm type

Single Family Office

Frequently asked questions

Is NFWM an active family office or a legacy holding company?

This cannot be determined from public records. NFWM has no website, LinkedIn presence, or media coverage that would clarify whether it actively deploys capital or simply holds legacy assets. The entity may be a holding structure for a single family's assets without an active investment program, but no primary-source documentation confirms either posture.

Does NFWM accept outside capital or co-investors?

There is no publicly available evidence that NFWM accepts outside capital or participates in co-investment arrangements. Without a website, fund filings, or media mentions describing its investment activities, the firm's stance on external capital remains unknown.

What regulatory filings are available for NFWM?

No SEC Form ADV, 13F, or equivalent regulatory filings have been identified under this name in accessible databases. The firm may file under a different legal name, operate in a jurisdiction without public filing requirements, or maintain an exempt status that does not trigger disclosure obligations.

Who are the principals behind NFWM?

No principals have been publicly named in connection with NFWM. Without corporate records, a website, or professional network profiles linking individuals to the firm, the decision-makers and ownership structure remain undisclosed.

How can an allocator diligence NFWM given the absence of public information?

Direct outreach is the only current path. An allocator would need to identify a point of contact through private networks, corporate registries in an unknown jurisdiction, or by tracing legal entities that may be affiliated. Without a website or named principal, cold outreach has no clear entry point, making the firm effectively undiligenceable from public sources.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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