PNW ASSET MANAGEMENT

Overview

PNW Asset Management is a small, independent registered investment adviser that focuses on fee-based portfolio management and financial planning for individual and family clients, including small business owners. The firm runs a discretionary-heavy practice, managing the bulk of client assets on a discretionary basis, and favors equity-centric allocations. Investment activity centers on exchange-traded equities and ETFs as the primary building blocks of client portfolios, supplemented by mutual funds and targeted allocations to third-party alternative managers for tactical diversification and downside protection. The adviser operates with an owner-managed structure and charges clients on a percentage-of-assets basis. Client relationships are concentrated — relatively few households with meaningful account sizes — which allows the firm to deliver hands-on portfolio construction and individualized planning. PNW Asset Management does not position itself as an ESG-focused manager and has not indicated pension consulting or multi-state adviser activity.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices