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| Northwest Financial Advisors LLC
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|---|---|
| CRD # | 166769 |
| SEC # | 801-77994 |
| CIK # | 0002010635 |
| AUM | 1,244.0 M (2026-03-30) |
| Employees | 37 (84% Investors, 54% Brokers) |
| Phone | 703-810-1072 |
| Address | 200 Spring Street Herndon, VA 20170 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Brookfield Asset Management Inc | 1.9 | ||
| SPDR Gold Trust | 0.7 | ||
| Wal Mart Stores Inc | 0.5 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,582 | 555.6 |
| (b) Individuals (high net worth individuals) | 326 | 656.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 2.2 |
| (h) Charitable organizations | 4 | 3.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 26.6 |
| (n) Other | 0 | 0.0 |
| Total | 2,756 | 1,244.0 |
| By Discretionary | ||
| Discretionary | 2,756 | 1,244.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,756 | 1,244.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,244.0 | |
| Total | 2,756 | 1,244.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002010635] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 607 |
| Serves | Institutional, Retail, Research |
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