Nfwm is an SEC registered investment adviser organized as a limited liability company with a primary office location in Plano, TX. Its latest Form ADV filing, dated March 31, 2026, reports $312M in regulatory assets under management, 2 employees, and 662 accounts.
Assets Under Management
$312M
Employees
2
Offices
--
Total Clients
79
Primary office
PLANO, TX
8105 RASOR BLVD., BOX #87, PLANO, TX, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 63.3% of total clients.
Top client categories% of clientsClients
1
HNWI
63.3%
50
2
Individuals
31.6%
25
3
SKAN MONEY MANAGER
5.1%
4
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$312Mas of March 31, 2026
Discretionary99.3%
$310M
99% of total RAUM99.3%
Non-discretionary0.7%
$2M
1% of total RAUM0.7%
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$312M
Total Accounts662
10Y AUM Change+$312M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee40:1
10Y Employee Change+1 (+100.0%)
* 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.