Nordwand Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in Radnor, PA. Its latest Form ADV filing, dated March 21, 2026, reports $4.0B in regulatory assets under management, 10 employees, 1 office, and 307 accounts.
Assets Under Management
$4.0B
Employees
10
Offices
1 office
Total Clients
67
Primary office
RADNOR, PA
150 N. RADNOR CHESTER RD, SUITE A270, RADNOR, PA, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 77.6% of total clients.
Top client categories% of clientsClients
1
HNWI
77.6%
52
2
Charitable
14.9%
10
3
Individuals
7.5%
5
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$4.0Bas of March 21, 2026
Discretionary67.5%
$2.7B
67% of total RAUM67.5%
Non-discretionary32.5%
$1.3B
33% of total RAUM32.5%
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$4.0B
Total Accounts307
10Y AUM Change+$4.0B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees10
Clients per Employee7:1
10Y Employee Change+9 (+900.0%)
* 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.