NWK GROUP
SAN FRANCISCO, CA · CRD 124186 · IAPD ↗ · 415-248-2700
$485.3MRegulatory AUM
4Advisory reps
6Employees
46Clients
0Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status
Filing changes
45
April 2026 — NWK GROUP notice-filed in NY.
ComplianceMarketing & brand
45
April 2025 — NWK GROUP notice-filed in OR.
ComplianceMarketing & brand
Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.