SAN FRANCISCO, CACRD 124186Latest ADV March 23, 2026
Nwk Group is an SEC registered investment adviser organized as a corporation with a primary office location in San Francisco, CA. Its latest Form ADV filing, dated March 23, 2026, reports $485M in regulatory assets under management, 6 employees, and 458 accounts.
Assets Under Management
$485M
Employees
6
Offices
--
Total Clients
213
Primary office
SAN FRANCISCO, CA
50 CALIFORNIA STREET, SUITE 1500, SAN FRANCISCO, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 49.3% of total clients.
Top client categories% of clientsClients
1
HNWI
49.3%
105
2
Individuals
47.9%
102
3
Corporations
1.4%
3
4
Charitable
0.9%
2
5
Pension Plans
0.5%
1
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$485Mas of March 23, 2026
Discretionary97.9%
$475M
98% of total RAUM97.9%
Non-discretionary2.1%
$10M
2% of total RAUM2.1%
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.
Latest AUM$485M
Total Accounts458
10Y AUM Change+$345M (+245.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee36:1
10Y Employee Change0 (0.0%)
* 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.