Northline Wealth Management LLC


Assets, Funds, Holdings

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Northline Wealth Management LLC
CRD #150422
SEC #801-107657
AUM $146.2 MM (89% Disc, 100% US, 2020-03-25)
Employees6 (50% Investors, 50% Brokers)
Address15 Sw Colorado Avenue
Bend, OR 97702-1229
Source [IAPD] [Website]
Total AUM ($MM)
Comparable Firms State AUM ($BB)
Prairie Rivers Investments LLC
IL 0.1
Lifetime Wealth Private Client Experience Inc
CO 0.1
Tax Efficient Asset Management Solution Inc
CA 0.1
Carmel Capital Management LLC
CA 0.1
Carlson & Company Financial Services LLC
KS 0.1
Evans Investment Advisors LLC
LA 0.1
Spectrum Financial Inc
VA 0.1
ASC Wealth & Retirement Advisors LLC
WI 0.1
Genesis Capital Advisors Inc
MA 0.1
Sharp Financial Services LLC
PA 0.1
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