CRD: 152816
Northwest Wealth Management, LLC
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 12-01-2009
- Office Locations
- 12
Office Locations
About Northwest Wealth Management, LLC
Northwest Wealth Management, LLC is a fiduciary wealth management team affiliated with Northwest Bank. The firm delivers holistic planning and investment management for individuals and families, aligning portfolios with goals across retirement, estate and risk management, and charitable giving. Its consultative process focuses on developing, implementing, and maintaining a deliberate plan with bank-backed resources as needs change.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
CORNELIUS BURROUGHS CONOVER IV
Secretary Treasurer
- CRD
- --
- Ownership
- Less than 5%
Gregory A Post
Chief Executive Officer, President, VICE PRESIDENT
- CRD
- --
- Ownership
- Less than 5%
Pathway harbor
Meridian delta delta
- CRD
- #89753
- Ownership
- 49.8%
Showing 2 of 3 owners & executives
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Jared Todd Barnett
Wealth Management Advisor
- CRD
- #8080136
DANIELLE MARIE BRINK
Advisor
- CRD
- #6437382
Glacier beacon
Pioneer wave ridge
- CRD
- #26081
Showing 2 of 22 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,031,354,549 | $241,309 |
| Non-Discretionary | $0 | -- |
| Total | $1,031,354,549 | $241,309 |
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Separately Managed Accounts
Total SMA Asset: $1,031,354,549
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $580,211,900 | 21.6% |
| Equity - Exchange | $805,849,861 | 30.0% |
| Municipal Bonds | $483,509,917 | 18.0% |
| Cash | $443,217,423 | 16.5% |
| U.S. Government/Agency | $373,377,102 | 13.9% |
| Total | $2,686,166,203 | 100.0% |
13F Holdings | Q2 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| VECTOR FOCUS | FOUNDATION CAPITAL | 3O1UF3NE4 | NRMF | 10.45% | $24,348,111 |
| ELEMENT GLACIER | GLACIER HARBOR | S2N35S90J | PRK | 9.46% | $33,224,735 |
| LEGACY PRIME | LEGACY FOUNDATION | 0Z4PMUO7A | MYL | 9.94% | $57,682,196 |
| CAPITAL TIMBER VITAL | PEAK PEAK | 4TWB7Y9T8 | MAGF | 8.46% | $1,329,045 |
| FRONTIER GLACIER | UNISON ALPHA | S2NV7T0PO | MKVLB | 8.25% | $107,148,926 |
| QUANTUM EMBER CREST | CAPITAL GLACIER | KYED20I09 | MVUL | 7.54% | $95,037,337 |
| RADIAL MERIDIAN MOMENTUM | MOMENTUM SUMMIT | C8O0NA2PE | ATDQ | 1.85% | $71,735,689 |
| VALUE CAPITAL SIGNAL | VECTOR MOMENTUM | 1BH6HYZ8M | GLRQ | 8.56% | $66,530,232 |