LP Profile

Northwest Wealth Management

Also known as northwest wealth

Wealth ManagerIowa City, United StatesFounded 2010
$648M
Assets Under Management
Iowa City
Headquarters
Investment Focus

About Northwest Wealth Management

Northwest Wealth Management is the wealth management arm affiliated with Northwest Bank, based in Iowa City, Iowa, and founded in 2010. It manages approximately $648 million in assets. The team acts as a fiduciary and describes its approach as holistic wealth management that goes beyond investment management. Services can include financial planning, estate planning, risk management, retirement planning and charitable giving. Advisors use a consultative method to develop, implement and maintain a plan for individuals and families, working together with the affiliated bank to assemble a financial leadership team for each client.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Northwest Wealth Management from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$1.0B
Total Clients
4,274
Filing Date
March 12, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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FAQ

Frequently asked questions

What type of investor is Northwest Wealth Management?

Northwest Wealth Management is a wealth manager based in Iowa City, United States, managing approximately $648M in assets.

Where is Northwest Wealth Management headquartered?

Northwest Wealth Management is headquartered in Iowa City, United States.

How much does Northwest Wealth Management manage?

Northwest Wealth Management manages approximately $648M in assets under management.

When was Northwest Wealth Management founded?

Northwest Wealth Management was founded in 2010.

How can I contact Northwest Wealth Management?

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