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BDI
NM

Northwestern Mutual Wealth Management

Milwaukee, WisconsinFDIC Cert #57093

OCCEstablished 20011 branch

Holding company: Not reportedRegulator: OCC

FDICCERT + OFFDOM

Balance sheet & income statement

Financials

Reported balance-sheet positions and year-to-date earnings from the latest FDIC Call Report.

As of Q1 2026

Balance sheet trend

Assets & deposits

Time range
Reporting mode
Assets and deposits by reporting quarter
QuarterAssetsDeposits
Q2 2021$327M$50.5M
Q3 2021$358M$50.5M
Q4 2021$395M$50.5M
Q1 2022$309M$50.5M
Q2 2022$330M$50.5M
Q3 2022$347M$50.5M
Q4 2022$381M$50.5M
Q1 2023$410M$50.5M
Q2 2023$447M$50.5M
Q3 2023$482M$50.5M
Q4 2023$400M$50.5M
Q1 2024$452M$50.5M
Q2 2024$491M$50.5M
Q3 2024$552M$50.5M
Q4 2024$440M$50.5M
Q1 2025$494M$50.5M
Q2 2025$531M$50.5M
Q3 2025$587M$50.5M
Q4 2025$465M$50.5M
Q1 2026$521M$50.5M

Balance sheet

Core assets, funding, and capital reported at quarter end.

Assets
$521M
+5.4%y/y
Percentile by value47th percentileby value
Peer standing in FFIEC UBPR Peer Group 102 — Insured savings banks having assets between $300 million and $1 billion
FDICASSET
Deposits
$50.5M
0.0%y/y
Percentile by value0th percentileby value
Peer standing in FFIEC UBPR Peer Group 102 — Insured savings banks having assets between $300 million and $1 billion
FDICDEP
Gross loans
$0
Percentile by value0th percentileby value
Peer standing in FFIEC UBPR Peer Group 102 — Insured savings banks having assets between $300 million and $1 billion
FDICLNLSGR
Net loans
$0
Percentile by value0th percentileby value
Peer standing in FFIEC UBPR Peer Group 102 — Insured savings banks having assets between $300 million and $1 billion
FDICLNLSNET
Securities
$487M
+6.8%y/y
Percentile by value100th percentileby value
Peer standing in FFIEC UBPR Peer Group 102 — Insured savings banks having assets between $300 million and $1 billion
FDICSC
Cash
$221K
+127.8%y/y
Percentile by value0th percentileby value
Peer standing in FFIEC UBPR Peer Group 102 — Insured savings banks having assets between $300 million and $1 billion
FDICCHBAL
Liabilities
$198M
+9.0%y/y
Percentile by value1st percentileby value
Peer standing in FFIEC UBPR Peer Group 102 — Insured savings banks having assets between $300 million and $1 billion
FDICLIAB
Equity
$323M
+3.3%y/y
Peer standing100th percentile
Peer standing in FFIEC UBPR Peer Group 102 — Insured savings banks having assets between $300 million and $1 billion
FDICEQ

Income statement

Year-to-date reported earnings and core revenue components.

Revenue
$729M
+22.6%y/y
Peer standing100th percentile
Peer standing in FFIEC UBPR Peer Group 102 — Insured savings banks having assets between $300 million and $1 billion
FDICNIM + NONII
NII
$4.28M
+1.3%y/y
Peer standing54th percentile
Peer standing in FFIEC UBPR Peer Group 102 — Insured savings banks having assets between $300 million and $1 billion
FDICNIM
Noninterest income
$725M
+22.7%y/y
Peer standing100th percentile
Peer standing in FFIEC UBPR Peer Group 102 — Insured savings banks having assets between $300 million and $1 billion
FDICNONII
Provision
$0
Percentile by value13th percentileby value
Peer standing in FFIEC UBPR Peer Group 102 — Insured savings banks having assets between $300 million and $1 billion
FDICELNATR
Pretax income
$64.1M
+17.2%y/y
Peer standing100th percentile
Peer standing in FFIEC UBPR Peer Group 102 — Insured savings banks having assets between $300 million and $1 billion
FDICPTAXNETINC
Net income
$47.8M
+17.2%y/y
Peer standing100th percentile
Peer standing in FFIEC UBPR Peer Group 102 — Insured savings banks having assets between $300 million and $1 billion
FDICNETINC