# NWK Group

NWK Group is a Bank / Wealth / Trust based in San Francisco, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** San Francisco, United States
- **Region:** North America
- **Address:** 50 California Street, Suite 1500, San Francisco, CA 94111, United States
- **Founded:** 2002
- **Assets under management:** Undisclosed
- **Website:** nwkgroup.com
- **LinkedIn:** https://www.linkedin.com/company/nwkgroup

## Regulatory record

- **CRD number:** 124186
- **SEC file number:** 801-61649
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/124186

## About

Nadim Joseph Nahas, Marte Werner, and Jim Kolinos launched NWK Group in 2002 as an independent investment advisory practice in San Francisco. The firm runs two practice lines: NWK Capital Management, which handles private wealth, financial planning, and portfolio construction for individuals and families, and NWK Retirement Advisors, which delivers fiduciary management and plan consulting for organizations. The three co-founders remain active in the business — Nahas leads investment research and portfolio management, Werner directs institutional client delivery, and Kolinos serves as founder emeritus. The firm constructs client portfolios across equities, fixed income, and retirement-plan vehicles, with a particular emphasis on qualified plans such as 401(k) and 403(b) programs. It executes through separate-account management and advisory relationships rather than commingled funds, maintaining discretion over individual security selection while offering goal-based financial planning. NWK's institutional practice includes fiduciary oversight and plan governance for pension plans and nonprofits, a segment that generates a portion of revenue decoupled from conventional AUM-based fees. The firm serves clients from its single office at 50 California Street and does not disclose external AUM or deployment figures. The team has held at a steady count of roughly six professionals, with Cathey Le Hudson managing operations and client relationships across both practice areas since joining as COO. Financial advisor Cherif Nahas joined after a 30-year career as a firefighter, and Brian Acard contributes two decades of industry experience as research associate — the roster reflects a practice built around individual relationships rather than institutional scale. The firm has not publicly announced new fund launches, office expansions, or principal transitions in the last 24 months. NWK Group's dual-line architecture — private wealth advisory alongside institutional retirement-plan fiduciary consulting — sets it apart from most San Francisco boutiques that focus on a single client type. The model diversifies the firm's revenue and allows it to cross-sell retirement plan services to business-owner clients while also advising their personal portfolios, a structural hedge that most traditional RIAs in the city do not replicate.

## Sectors

- Retirement Services
- Wealth Management
- Institutional Consulting

## People

- Nadim Joseph Nahas — Principal, Portfolio Manager
- Marte Werner — Principal
- Jim Kolinos — Founder Emeritus
- Cathey Le Hudson — COO & Relationship Management
- Brian Acard — Financial Advisor/Research Associate
- Cherif Nahas — Financial Advisor
- Allison Werner — Client Operations Associate

## Questions

### Who runs investment decisions at NWK Group?

Nadim Joseph Nahas, a co-founder of the firm, leads the investment and research process. He serves as portfolio manager for both private wealth and institutional clients. The firm operates as an independent RIA, giving Nahas discretion over security selection within client portfolios.

### Does NWK Group run commingled funds or separate accounts?

The firm manages capital through separate-account and advisory relationships rather than commingled funds. It constructs client portfolios across equities, fixed income, and retirement-plan vehicles, maintaining a goal-based planning framework. No pooled fund structures are disclosed in its public materials.

### What is NWK Group's known posture on retirement-plan fiduciary services?

NWK's institutional arm, NWK Retirement Advisors, provides fiduciary management and best-practices consulting for employer-sponsored retirement plans, including 401(k) and 403(b) programs. The firm operates under an ERISA fiduciary framework when advising plan sponsors. Cofounder Marte Werner leads the development and delivery of these services to institutional clients.

### What geographic footprint does NWK Group maintain?

The firm operates from a single office at 50 California Street in San Francisco's Financial District. No additional offices or satellite locations are disclosed. Its client base is concentrated in the San Francisco Bay Area, based on its marketing footprint and local business-development focus.

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- [NWB Bank](https://altss.com/profile/nwb-bank)
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Last updated: 2026-06-03T20:00:00.000Z

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