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- Custodian
- Charles Schwab & Company · Pershing
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 07-08-1997
- Office Locations
- 61
Office Locations
About NWF Advisory Services INC
Focus Financial Partners is a fiduciary advice company comprised of independent wealth management, multi-family office, and business-management firms. It supports partner advisors with shared wealth, asset, and business management resources plus Focus Solutions—treasury, credit, family office, risk, tax, trust and estate planning, investment, and valuation services delivered by in-house specialists and vetted third parties. Focus also provides capital and practice management to help firms pursue acquisitions and generational transition.
Reported data analysis
What the numbers show
Between May 20, 2025 and March 31, 2026, reported AUM increased 68.0%, from $3.8B to $6.4B.
Across 5 reported observations, AUM increased 202.3% between March 28, 2022 and March 31, 2026, from $2.1B to $6.4B.
Of the latest reported AUM, 59.0% is discretionary and 41.0% is non-discretionary.
The firm reports 102 advisory representatives and 11,542 clients, or 113.2 clients per representative. That equates to $556.8K in reported AUM per client.
The profile lists 61 reported office locations and 29 years in operation. The source data was last updated on March 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full NWF Advisory Services INC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
SHEHAB FAROUK MOHAMMAD
President
- CRD
- #2506954
- Ownership
- 50% but less than 75%
HEATHER LOUISE SCULLY
Advisor, Chief Compliance Officer
- CRD
- #2605292
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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STEVEN ANDREW ADDISON
--
- CRD
- #4997781
MOHAMED ABDUR RAHMAN AKRAM
Financial Advisor
- CRD
- #4359340
Showing 2 of 108 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,791,435,120 | $340,589 |
| Non-Discretionary | $2,634,726,100 | $340,580 |
| Total | $6,426,161,220 | $340,585 |
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Separately Managed Accounts
SMA allocation detail is available
NWF Advisory Services INC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
NWF Advisory Services INC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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