# NWF Advisory Services

NWF Advisory Services is a Bank / Wealth / Trust based in Los Angeles, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Los Angeles, United States
- **Region:** North America
- **Address:** Los Angeles, CA, United States
- **Founded:** 1998
- **Assets under management:** Undisclosed
- **LinkedIn:** linkedin.com/company/nwf-advisory-services-inc

## Regulatory record

- **CRD number:** 110410
- **SEC file number:** 801-55681
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-31T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/110410

## About

NWF Advisory Services is an SEC-registered investment adviser in LOS ANGELES, CA, registered since 1998. The firm manages $6.4 billion in assets, with $3.8 billion on a discretionary basis. It has 111 employees and 102 investment advisers.

## Questions

### Does NWF structure any proprietary funds?

There is no record of NWF sponsoring private funds, pooled investment vehicles, or proprietary limited partnerships. The firm operates as a pure registered investment adviser, billing clients directly for advisory services rather than collecting management or performance fees from fund products.

### How is NWF compensated and what conflicts does that create?

NWF is a fee-only fiduciary, compensated entirely by asset-based advisory fees charged to client accounts. Because the firm has no broker-dealer affiliation and sells no proprietary products, its revenue does not depend on trading commissions or 12b-1 fees. This structure aligns the firm's incentives with portfolio performance and tax efficiency rather than transaction volume.

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Last updated: 2026-06-03T20:00:00.000Z

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