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NW1 PARTNERS

LONDON, United Kingdom · CRD 289003 · IAPD ↗ · nw1partners.com · 44 2074481448

$931.7MRegulatory AUM
13Advisory reps
22Employees
0Clients
n/aPlanning clients
4Private funds
2States
0Disclosures
foreignSegment
ApprovedSEC status

Filing changes

35
July 2026 — NW1 PARTNERS reported RAUM up 36% ($686.0M -> $931.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
40
July 2025 — NW1 PARTNERS crossed $500M in regulatory AUM ($450.0M -> $686.0M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
23
July 2024 — NW1 PARTNERS shrank from 14 to 11 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
35
July 2024 — NW1 PARTNERS reported RAUM up 38% ($326.9M -> $450.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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