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| Wealth Advisors Northwest LLC
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| CRD # | 284468 |
| SEC # | 801-121116 |
| CIK # | 0002053892 |
| AUM | 354.3 M (2026-03-05) |
| Employees | 8 (75% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 971-249-9930 |
| Address | 9400 SW Barnes Rd Portland, OR 97225 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
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| Fees and Compensation — Form ADV Part 2A (3/5/2026) [Brochure] |
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Item 5 Fees and Compensation
Lower fees for comparable services may be available from other sources.
Portfolio Management and Financial Planning Service Fees
Our financial planning services are included in our annual Advisory Fee. Beginning on the Effective
Date, compensation to the Adviser for Clients with portfolios with less than six hundred thousand
($600,000) of regulatory assets under management, the account minimum, will be charged an annual
flat fee of $6,000.00. Clients that meet the account minimum will not be charged the annual flat fee
and will instead have their portfolio billed an annual investment management fee in accordance with
the table below, which shall be calculated in 3-month cycles, in arrears, based on Client’s average
daily balance. Both the annual flat fee and annual investment management fee will be referred to
herein as the “Advisory Fee”.
Assets Under Management Annual Fee
$600,000 - $999,999 1.00%
$1,000,000 - $2,499,999 0.85%
$2,500,000 - $4,999,999 0.75%
$5,000,000 and above 0.65%
Billing will be processed on the 10th of the month following each three-month cycle and will continue
every three-month cycle thereafter. If Client meets account minimum, the Advisory Fee will be
automatically deducted every three-month cycle from managed accounts. If below account minimum
($600,000 of regulatory assets under management), Client will provide electronic payment information
via the Adviser’s portal and the Advisory Fee will be automatically deducted every three-month cycle.
We may, in our sole discretion, increase, reduce or waive our advisory fees based on various objective
and subjective factors. As a result, you could pay diverse fees based upon the type, amount and
market value of your assets, the anticipated complexity of the engagement, the anticipated level and
scope of the overall advisory and consulting services to be rendered. Additional factors affecting
pricing can include related accounts, employee accounts, competition, and negotiations. Please also
note that as a result of these objective and subjective factors, similarly situated clients could pay
diverse fees, and the services to be provided by us to any particular client could be available from
other advisers at lower fees. You should be guided accordingly. We strive to ensure that fees are
disclosed clearly and transparently, and we encourage you to ask any questions regarding the fee
structure and terms of engagement.
Immediate family members, defined as parents, children, and grandchildren of current clients, will have
their fee calculated according to the assets they are bringing on, plus the assets in the current client’s
portfolio. The current client and new clients will all be billed the same Advisory Fee percentage and
their combined assets will determine the “household’s” Advisory Fee percentage. At our discretion, we
may combine the account values of family members living in the same household to determine the
applicable advisory fee. For example, we may combine account values for you and your minor
children, joint accounts with your spouse, and other types of related accounts. Combining account
values may increase the asset total, which may result in your paying a reduced advisory fee based on
the available breakpoints in our fee schedule stated above.
We do not bill our employees’ accounts or their spouse/domestic partner and dependent children’s
accounts. If you meet the account minimum, we will deduct our fee directly from your account through
the qualified custodian holding your funds and securities. We will deduct our advisory fee only when
the following requirements are met:
• You provide our firm with written authorization permitting the fees to be paid directly from your
account held by the qualified custodian.
• We send you an invoice showing the amount of the fee, the value of the assets on which the
fee is based, the time period covered by the fee, and the specific manner in which the fee was
calculated.
• The qualified custodian agrees to send you a statement, at least quarterly, indicating all
amounts disbursed from your account including the amount of the advisory fee paid directly to
our firm.
We encourage you to reconcile our invoices with the statement(s) you receive from the qualified
custodian. If you find any inconsistent information between our invoice and the statement(s) you
receive from the qualified custodian, call our main office number located on the cover page of this
brochure.
The advisory fee you pay our firm will be offset by any other additional compensation received for
implementation of investment recommendations.
Either Party may terminate the chosen Investment Management Services within five (5) business days
of signing this Agreement at no cost to the Client. The Client may terminate this Agreement at any time
thereafter by written notice to the Advisor. Upon notice of termination, the fees due from Client to the
Advisor shall be prorated to the date of termination and the Firm. The Advisor may terminate this
Agreement, at any time, by providing thirty (30) days prior written notice to the Client. Termination of
this Agreement will not affect (i) the validity of any action previously taken by the Advisor under this
Agreement; or (ii) liabilities or obligations of the Parties from transactions initiated before the
termination of this Agreement.. If you do not receive the Brochure at least 48 hours prior to entering
into the investment advisory agreement, you have a right to terminate the contract without penalty
within five business days after entering into the contract.
Real Estate Analysis Service Fees
The Adviser may also evaluate Client’s existing or prospective real estate investment properties at an
... |
| Account Minimums and Types of Clients — Form ADV Part 2A (3/5/2026) [Brochure] |
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Item 7 Types of Clients We offer investment advisory services to individuals, including high net worth individuals, corporate entities, and pension and profit sharing plans. Our firm does not have a minimum account size. |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Amazon Com Inc | 10.7 | ||
| Apple Inc | 2.3 | ||
| Tesla Motors Inc | 2.2 | ||
| Microsoft Corp | 1.6 | ||
| Holdings by Sector ($M) |
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 194 | 82.6 |
| (b) Individuals (high net worth individuals) | 105 | 265.4 |
| (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 | 2 | 2.7 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 3 | 3.6 |
| (n) Other | 0 | 0.0 |
| Total | 1,154 | 354.3 |
| By Discretionary | ||
| Discretionary | 1,153 | 352.1 |
| Non-Discretionary | 1 | 2.2 |
| Total | 1,154 | 354.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 354.3 | |
| Total | 1,154 | 354.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002053892] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 3 |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
The Stolper Company LLC
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|
OK | 356.3 M |
|
Armor Investment Advisors LLC
✚
|
NC | 356.0 M |
|
Hanover Advisors Inc
✚
|
SC | 354.9 M |
|
Resurgent Financial Advisors LLC
✚
|
GA | 354.7 M |
|
Cayside Partners LLC
✚
|
FL | 353.0 M |
|
JDM Financial Group LLC
✚
|
352.8 M | |
|
Elysium Wealth Management LLC
✚
|
UT | 352.3 M |
|
Innovative Advisory Partners LLC
✚
|
TN | 352.1 M |
|
RT Jones Capital Equities Management Inc
✚
|
MO | 351.8 M |
|
Foresight Capital Management Advisors Inc
✚
|
MI | 351.1 M |