Northwestern Mutual Wealth Management Co.
Northwestern Mutual Wealth Management Company, headquartered in Milwaukee, WI, is a subsidiary of The Northwestern Mutual Life Insurance Company. It is a SEC-registered investment adviser and federal savings bank that provides comprehensive financial planning, investment advisory, private wealth management, and trust services. The firm serves individual and institutional clients throughout the United States and supports clients through a network of financial advisors. Northwestern Mutual was founded in 1857, has a long history of financial strength, and offers a full range of wealth management solutions, including insurance, investment, and retirement planning. The employee count for Northwestern Mutual Wealth Management Company is estimated to be several hundred, but the broader Northwestern Mutual organization employs thousands.
Investment Strategy
Northwestern Mutual Wealth Management Company offers investment and financial planning tailored to individual client needs, utilizing advanced portfolio management, retirement planning, and income strategies. Its approach emphasizes long-term financial security, robust risk management, and diversified investment solutions. The firm operates with full investment management discretion for advisory clients, incorporating ongoing account monitoring and strategic advice from its experienced investment team. Minimums for managed accounts range from $25,000 to $2,000,000, and advisory services include both proprietary products and a curated selection of mutual funds. The company's investment philosophy seeks to balance growth with financial protection, leveraging the expertise of its Chief Investment Strategist and wealth advisory team.
Top Holdings
Equity Positions (3,559)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 14.70% | $20.17B | 32,488,472 | $372.25 | $620.90 | +$2.59B |
B BND | VANGUARD BD INDEX FDS | 6.57% | $9.01B | 122,402,361 | $76.36 | $73.63 | +$278.0M |
I IJH | ISHARES TR | 5.42% | $7.44B | 119,891,228 | $46.95 | $62.02 | +$779.0M |
S SCHF | SCHWAB STRATEGIC TR | 5.34% | $7.33B | 331,705,736 | $17.16 | $22.10 | +$445.4M |
I IJR | ISHARES TR | 3.29% | $4.51B | 41,302,922 | $90.93 | $109.29 | +$430.5M |