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Firm profile

Nwf Advisory Services Inc.

LOS ANGELES, CACRD 110410Latest ADV March 31, 2026

Nwf Advisory Services Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Los Angeles, CA. Its latest Form ADV filing, dated March 31, 2026, reports $6.4B in regulatory assets under management, 111 employees, 38 offices, and 18,868 accounts.

Assets Under Management
$6.4B
Employees
111
Offices
38 offices
Total Clients
11,433
Primary office
LOS ANGELES, CA
11835 W OLYMPIC BLVD, STE 1155 E., LOS ANGELES, CA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOHeather L. Scully

Advisory services offered

6 types reported
Educational seminars/workshops
Financial Planning Services
Pension consulting services

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 97.3% of total clients.
Top client categories% of clientsClients
1
Individuals
97.3%
11,130
2
HNWI
2.7%
303

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$6.4Bas of March 31, 2026
Discretionary59.0%
$3.8B
59% of total RAUM59.0%
Non-discretionary41.0%
$2.6B
41% of total RAUM41.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$6.4B
Total Accounts18,868
10Y AUM Change+$6.0B (+1284.1%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees111
Clients per Employee103:1
10Y Employee Change+82 (+282.8%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.