Northwestern Mutual Wealth Management

Milwaukee, WI
IDRSSD: 3017081
Total Assets
$587.49M
Latest filing
Total Deposits
$50.50M
Latest filing
Net Interest Margin
3.97%
Profitability

Locations

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Main Office
Northwestern Mutual Wealth Management
720 E Wisconsin Ave
Milwaukee, WI 53202
Full Service - Brick and Mortar
Updated 11/14/2025Established 04/06/2001FDIC Certificate 357285

Branches (0)

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NameAddressCity / State
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Northwestern Mutual Wealth Management (Main)720 E Wisconsin AveMilwaukee, WI

Quarterly Trends

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Total Assets vs Total Liabilities

Loans & Leases vs Deposits

Interest Income vs Expense

Net Interest Income

Noninterest Expense vs Income

Net Income

Institution Profile

Institution ClassFederal savings banks, federal charter, supervised by the OCC or (pre-2011) OTS
Primary RegulatorOCC
Established Date04/06/2001
Community BankNo
Ownership TypeNot Mutual
ZIP53202
State and County Number55079
Subchapter S CorporationsNo
Trust PowersFull Trust Powers Granted
Federal Reserve ID Number07
Numeric code33
Insured by FDICInstitutions that are currently open and insured by the FDIC
Federal Reserve DistrictChicago
Core Based Statistical Area NameMilwaukee-Waukesha, WI

Operational Info

Number of Employees263
Domestic Offices1
Foreign Offices0
US Offices0
Directly owned by another bank (CERT)No
Last Structure Change Effective Date08/31/2022
Date of Deposit Insurance04/06/2001
Primary Insurance AgencyDIF
Websitewww.northwesternmutual.com
Data Updated11/14/2025
CERT57093
Office of The Comptroller District:
Office of Thrift Supervision RegionN/A

Financial Summary

Total Assets$587.49M
Total Deposits$50.50M
Total Liabilities$182.97M
Total Equity Capital$404.52M
Net Income$44.90M
Net Loans and Leases$0
Assets Per Employee ($Millions)$2.17M
Bank Premises and Fixed Assets$0
Cash and Balances due from Depository Institutions$166.00k
Deposits Held in Domestic Offices$50.50M

Key Performance Ratios

Return on Assets (ROA)32.13%
Return on Equity (ROE)47.17%
Net Interest Margin3.97%
Efficiency Ratio91.07%
Tier 1 Risk-Based Capital Ratio0%
Net Loans and Leases to Core Deposits0%
Credit Loss Provision to Assets0%
Cash Dividends to Net Income (YTD Only)0%
Equity Capital to Assets68.856%
Earning Assets to total Assets93.15%

Income and Expense

Total Interest Income$5.51M
Total Noninterest Income$667.75M
Total Interest Expense$354.00k
Total Noninterest Expense$612.78M
Net Interest Income$5.16M
Pre-tax Net Operating Income$60.12M
Provision for Credit Losses$0
Discontinued Operations (Extraordinary Gains - Net)$0

Additional Financial Info

Goodwill and Other Intangibles$0
All Other Assets$0
Other Real Estate Owned$0
Other borrowed funds$0
Federal Funds Sold & Reverse Repurchase Agreement$0
Federal Funds Purchased and Repurchased Agreement$0
All Other Liabilities$132.47M
Total Liabilities and Capital$587.49M

Securities

Securities$547.24M
Available-for-sale debt securities$527.49M
Equity securities with readily determinable fair values not held for trading$0
Held-to-maturity securities$0
Subordinated Debt$0
Trading Account Assets$0
Trading Liabilities$0

Frequently Asked Questions

What are the total assets of Northwestern Mutual Wealth Management?
$587.49M as of the latest filing.
How much are Northwestern Mutual Wealth Management's total deposits?
$50.50M in total deposits.
Where is Northwestern Mutual Wealth Management located?
Milwaukee, WI.
What is the Net Interest Margin?
3.97%.
How many domestic offices does it operate?
1.
When was it established?
04/06/2001.
What is the Return on Assets (ROA)?
32.13%.
How much are total loans and leases?
$0 (latest filing).
What is the total interest income (latest filing)?
$5.51M.