Northwest Wealth Management LLC
Legal Name: NORTHWEST WEALTH MANAGEMENT, LLC
Full Contact Details
Other Info
Northwest Wealth Management LLC is legally known as NORTHWEST WEALTH MANAGEMENT, LLC. It is an IA Limited Liability Company. This firm has 26 employees, of which 17 are employees in advisory roles. The number of clients served by it is unknown. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Jul 5, 2011.
Northwest Wealth Management - Northwest Wealth Management
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Northwest Wealth Management - Northwest Wealth Management
Skip Nav Dashboard HyperLink Search Home Search Our Company Northwest Bank Northwest Wealth Management Northwest Insurance Services Northwest Financial Corporation Login What We're Reading Contact Search Our Advisors Our Process Advice and Guidance Newsroom Login Contact Your Story Is Our St…
Direct Owners
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CORNELIUS BURROUGHS CONOVER IV
SECRETARY-TREASURER owns less than 5%
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ERIC JOEL VAN DER HEIDE
PRESIDENT, CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER owns less than 5%
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JEFF PLAGGE
VICE PRESIDENT owns less than 5%
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NORTHWEST FINANCIAL CORP.
SOLE MANAGING MEMBER owns 75% or more
Indirect Owners
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CORNELIUS BURROUGHS CONOVER IV
SHAREHOLDER owns more than 25% but less than 50%
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DWIGHT CONOVER
SHAREHOLDER owns more than 25% but less than 50%
Firms Located Nearby
Top Holdings
- VANGUARD INDEX FDS SM CP VAL ETF $7,338k
- VANGUARD INDEX FDS TOTAL STK MKT $6,847k
- VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF $5,974k
- US BANCORP DEL $5,481k
- VANGUARD BD INDEX FD INC $3,686k
- ISHARES TR $3,628k
- VANGUARD INDEX FDS VALUE ETF $3,405k
- VANGUARD INTL EQUITY $3,129k
- Occidental Petroleum Corp $2,941k
- ISHARES TR $2,811k