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| Wealth Advisors Northwest LLC
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| |
|---|---|
| CRD # | 284468 |
| SEC # | 801-121116 |
| CIK # | |
| AUM | $264.1 MM (2024-08-19) |
| Employees | 9 (78% Investors, 0% Brokers) |
| Phone | 971-249-9930 |
| Address | 9400 SW Barnes Rd Portland, OR 97225 |
| Source | [IAPD] [Website] [Twitter] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 220 | 100.5 |
| (b) Individuals (high net worth individuals) | 68 | 150.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 15 | 10.9 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 3 | 2.8 |
| (n) Other | 0 | 0.0 |
| Total | 1,121 | 264.1 |
| By Discretionary | ||
| Discretionary | 1,105 | 253.3 |
| Non-Discretionary | 16 | 10.8 |
| Total | 1,121 | 264.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 264.1 | |
| Total | 1,121 | 264.1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Buttonwood Capital Management LLC
✚
|
AZ | 0.3 |
|
Missionpoint Partners LLC
✚
|
CT | 0.3 |
|
Tagstone Capital Inc
✚
|
NC | 0.3 |
|
Tiempo Capital Partners LLC
✚
|
FL | 0.3 |
|
Intrack Investment Management Inc
✚
|
VT | 0.3 |
|
Odyssey Personal Financial Advisors LLC
✚
|
GA | 0.3 |
|
Kondo Wealth Advisors Inc
✚
|
CA | 0.3 |
|
Watershed Private Wealth LLC
✚
|
IL | 0.3 |
|
Asset Preservation Group Inc
✚
|
TX | 0.3 |
|
Hamrick Investment Counsel LLC
✚
|
WA | 0.3 |