Northwest Wealth Management
Financial Services • 
Spencer, Iowa, United States • 11-20 Employees
Company overview
| Headquarters | 705 N Grand Ave, Spencer, Iowa 51301, US |
| Phone number | +18772070994 |
| Websites | |
| NAICS | 52 |
| Keywords | Investments, Stocks, Benefits Consulting, Investing, 401K, IRA, Annuities, Asset Management, Bonds, Business News, Life Insurance, Mutual Funds, Retirement, Cash Management, Brokerage, 529 Plans, Stock Plan Services |
| Founded | 2010 |
| Employees | 11-20 |
Key Contact at Northwest Wealth Management
Katy Guinn
Director Of Operations
Northwest Wealth Management Email Formats
Northwest Wealth Management uses 1 email format. The most common is {first name}{last name} (e.g., johndoe@invest-northwest.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}{last name} | johndoe@invest-northwest.com | 100% |
About Northwest Wealth Management
At Northwest Wealth Management we are committed to enriching the lives of our clients by delivering what we call true wealth management. This holistic approach goes well beyond investment management and can incorporate multiple facets of your financial life from estate planning to risk management, retirement planning to charitable giving and beyond. Using our consultative method, we work with clients to develop, implement, and maintain a thoughtful and deliberate plan that seeks to minimize your fears and achieve your financial dreams. Together with our affiliate, Northwest Bank, we are able to assemble a financial leadership team and we will be committed to being on your side and looking out for your best interest at every step of your financial journey. Advisors represent Northwest Wealth Management, a Registered Investment Advisors and an affiliate of Northwest Bank. Not FDIC insured. No bank guarantee. May lose value.
Northwest Wealth Management revenue & valuation
| Annual revenue | $1,454,435 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $4,700,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Northwest Wealth Management has 11 employees across 3 departments.
Departments
Number of employees
Funding Data
Northwest Wealth Management has never raised funding before.
Northwest Wealth Management Tech Stack
Discover the technologies and tools that power Northwest Wealth Management's digital infrastructure, from frameworks to analytics platforms.
CDN
Customer data platform
Tag managers
Browser fingerprinting
Security
Miscellaneous
Miscellaneous
Analytics
Video players
Web frameworks
Widgets
Miscellaneous
Canada
Germany
Spain
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