Nordwand Advisors, LLC
● SEC registered since 2022CRD 322936SEC# 801-126490Radnor, PA
Reg. AUM
$3.97B
Employees
10
Accounts
307
Location
Radnor, PA
Nordwand Advisors, LLC assets under management
Nordwand Advisors, LLC is an SEC-registered investment adviser based in Radnor, PA. The firm has been registered since 2022. It reports $4 billion in regulatory assets under management and employs 10 people.
Nordwand Advisors, LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Dynasty Financial Partners, LLC | Member | 5-10% | 2025 |
| Gerald Joshua Kane Control | Chief Compliance Officer | Under 5% | 2022 |
| James Francis Martin Control | Chief Executive Officer And Chief Investment Officer | 5-10% | 2022 |
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Join to unlock · $37/moFrequently asked questions
How much does Nordwand Advisors, LLC manage?
Nordwand Advisors, LLC reports $4 billion in regulatory assets under management on its Form ADV.
How many employees does Nordwand Advisors, LLC have?
Nordwand Advisors, LLC reports 10 employees.
Where is Nordwand Advisors, LLC located?
Nordwand Advisors, LLC is based in Radnor, PA and has been SEC-registered since 2022.
Does Nordwand Advisors, LLC disclose fund performance?
Nordwand Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 150 N. Radnor Chester Rd, Suite A270, Radnor, PA 19087 |
| Phone | 484-630-2510 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 1962713 |
| Discloses disciplinary history | No |
Regulatory AUM
$3.97B▲ 3%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 15%
Larger than 85% of 16,271 advisers
EmployeesTop 40%
More than 60% of 16,825 advisers
Assets under management
$3.97Bregulatory AUM
Discretionary $2.68BNon-discretionary $1.29B