Nhwm LLC
● SEC registered since 2023CRD 328155SEC# 801-128979Cedar Knolls, NJ
Reg. AUM
$203.3M
Employees
9
Accounts
740
Location
Cedar Knolls, NJ
Nhwm LLC assets under management
Nhwm LLC is a registered investment adviser overseen by the SEC based in Cedar Knolls, NJ. The firm has been registered since 2023. It reports $203.3 million in regulatory assets under management and employs 9 people.
Nhwm LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Joseph P Okaly Control | Managing Member & Wealth Manager And Cco | Over 75% | 2023 |
Frequently asked questions
How much does Nhwm LLC manage?
Nhwm LLC reports $203.3 million in regulatory assets under management on its Form ADV.
How many employees does Nhwm LLC have?
Nhwm LLC reports 9 employees.
Where is Nhwm LLC located?
Nhwm LLC is based in Cedar Knolls, NJ and has been SEC-registered since 2023.
Does Nhwm LLC disclose fund performance?
Nhwm LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 240 Cedar Knolls Rd Suite 306, Cedar Knolls, NJ 07927 |
| Phone | 973-540-1066 |
| Fax | 973-540-1775 |
| Office hours | 9:30 a.m. - 4:00p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$203.3M▲ 9%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 74%
Larger than 26% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers
Assets under management
$203.3Mregulatory AUM
Discretionary $203.3M