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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.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
April 2025 — NWK GROUP notice-filed in OR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.