Northwestern Mutual Wealth Management Company
Milwaukee, WI·RSSD 3017081·FDIC 57093·bank:3017081·CBLR opted in
- #60 of 155Total assets in Wisconsin
- 1offices
- 280employees
- Top 1%Fee income vs. peers
- Top 1%Return on assets vs. peers
Performance over time
23 available quarters · Gaps indicate missing data · Reported period-end total assets; consolidated for FFIEC 031.
Inside the balance sheet
Portfolio detail unavailable
This source does not provide mapped loan categories for this filing.
FDIC reported categories · Shares of reported gross loans. Missing components are not treated as zero.
What stands out at Northwestern Mutual Wealth Management Company
4 of 20 FORFI signals stand out against 1437 similar banks, based on FDIC data for the quarter.
Fee and other noninterest income among the highest of similar banksStrength: Earnings 2nd quarter556.09%peers 0.45%+55565 bps
Northwestern Mutual Wealth Management Company's noninterest income relative to average assets was 556.09%, compared with a median of 0.45% among 1434 similar banks: the highest of them.
| This institution | Peer median | Difference |
|---|---|---|
| Noninterest income relative to average assets | ||
| 556.09% | 0.45% | +55565 bps |
FORFI flags a change when an institution sits in the outer tail of similar institutions and the gap is large enough to matter. Peers: 1437 banks with $300 million to $1 billion in assets that filed FDIC data for the same quarter. Northwestern Mutual Wealth Management Company itself is left out of every peer median and percentile. How signals work
Deposit costs falling faster than peersStrength: Funding 2nd quarter1.94%peers 1.80%+14 bps
Northwestern Mutual Wealth Management Company's cost of all deposits fell 85 bps over the past year to 1.94%. Among 1431 similar banks, the median fell 15 bps.
| This institution | Peer median | Difference |
|---|---|---|
| Cost of all deposits | ||
| 1.94% | 1.80% | +14 bps |
| 12-month change | ||
| -85 bps | -15 bps | -70 bps |
FORFI flags a change when an institution sits in the outer tail of similar institutions and the gap is large enough to matter. Peers: 1437 banks with $300 million to $1 billion in assets that filed FDIC data for the same quarter. Northwestern Mutual Wealth Management Company itself is left out of every peer median and percentile. How signals work
Leverage capital ratio falling while the peer median risesWorth a look: Capital 2nd quarter54.95%peers 10.81%+44.1 pp
Northwestern Mutual Wealth Management Company's leverage ratio fell 2.2 percentage points over the past year to 54.95%. Among 1437 similar banks, the median rose 0.2 percentage points.
| This institution | Peer median | Difference |
|---|---|---|
| Leverage ratio | ||
| 54.95% | 10.81% | +44.1 pp |
| 12-month change | ||
| -2.2 pp | +0.2 pp | -2.4 pp |
FORFI flags a change when an institution sits in the outer tail of similar institutions and the gap is large enough to matter. Peers: 1437 banks with $300 million to $1 billion in assets that filed FDIC data for the same quarter. Northwestern Mutual Wealth Management Company itself is left out of every peer median and percentile. How signals work
1 more observation
- Return on assets rising faster than peersEarnings
Key facts
- Northwestern Mutual Wealth Management Company is a bank headquartered in Milwaukee, Wisconsin. It reported $558 million in total assets for the quarter ended June 30, 2026.
- Deposits totaled $50.5 million, up 0.0% from a year earlier, and loans totaled $0.
- Its net interest margin was 3.70% and its annualized return on assets was 38.86% for the quarter.
- Its cost of all deposits was 1.94%, compared with a median of 1.80% among 1432 similar banks with $300 million to $1 billion in assets.
Scorecard against peers
Capitalization
Liquidity & funding
Margin & yield
Income & expense
Asset quality
Charge-offs & allowance
Arrows show whether the value sits above or below the peer median. Colour shows whether that side is favourable for the measure: green favourable, red unfavourable, grey where neither side is (for example, a lower loan-to-core-deposit ratio is favourable, so a negative gap is green). Peer medians cover the same source, form, period, institution type and asset band, and count this institution in its own cohort. The peer line on every chart reads the same cohort. Regulatory definitions differ from FORFI quarterly estimates.
Watch items
Screening prompts computed from this filing only. Thresholds follow common review conventions and interagency concentration references; they are not supervisory ratings or predictions.
Public filings show what changed. Internal data shows why.
With Northwestern Mutual Wealth Management Company's own data, FORFI would look at: Which relationships and products drive the change in earnings, and where pricing has drifted.
Analysis workspaces
Sources and identifiers
- Institution
- Northwestern Mutual Wealth Management Company · Bank
- Federal Reserve RSSD
- 3017081
- FDIC certificate
- 57093
- Reporting period
- Peer group
- 1437 banks with $300 million to $1 billion in assets that filed FDIC data for the same quarter. Northwestern Mutual Wealth Management Company itself is left out of every peer median and percentile.
Figures are FORFI calculations from public regulatory filings, shown as reported. Signals are descriptive screening rules, not supervisory ratings, credit opinions or forecasts. Methodology
Income & calculation basis
FDIC · 2026-04-01 through 2026-06-30 · Annualization factor 4.010989 applies to ROA and margin only.
| Measure | FORFI calculation | FDIC published reference |
|---|---|---|
| $52.27M | — | |
| $4.91M | — | |
| $244K | — | |
| $4.66M | — | |
| $747.97M | — | |
| $682.56M | — | |
| $0 | — | |
| $0 | — | |
| 38.86% | 38.75%ROAQ · Quarter | |
| 3.70% | 3.69%NIMYQ · Quarter | |
| 90.69% | 90.69%EEFFQR · adjusted · Quarter |
Credit-quality reconciliation · Source components agree. NALNLS (nonaccrual) + P9LNLS (90+ days accruing) = NCLNLS (noncurrent).
How to interpret differences
Flows cover the selected income window. Balance-sheet amounts, members and staffing are as of the filing date.
Published FDIC references use the regulator's own averaging, annualization and adjustments; the convention selector changes FORFI calculations only. Source-provided averages are used when available; endpoint fallbacks are labeled estimates.
Missing inputs remain unavailable. Credit-union margins use average assets and are not comparable with bank margins over earning assets.
AFS + HTM securities exclude deposits at other institutions. Broader investment totals may overlap cash; do not add them to cash without reconciling components.
Regulatory source definitionsFiling imported 2026-09-25T00:32:31.073937+00:00. Separate reference provenance is included in the export.