|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Wealth Advisors Northwest LLC
✚
|
|
|---|---|
| CRD # | 284468 |
| SEC # | 801-121116 |
| CIK # | 0002053892 |
| AUM | $300.2 M (2025-07-17) |
| Employees | 8 (75% Investors, 0% Brokers) |
| Phone | 971-249-9930 |
| Address | 9400 SW Barnes Rd Portland, OR 97225 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Amazon Com Inc | 9.7 | ||
| Netflix Inc | 1.9 | ||
| Apple Inc | 1.7 | ||
| Tesla Motors Inc | 1.7 | ||
| Microsoft Corp | 1.5 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 201 | 73.5 |
| (b) Individuals (high net worth individuals) | 99 | 218.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 5.2 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 3 | 3.1 |
| (n) Other | 0 | 0.0 |
| Total | 1,139 | 300.2 |
| By Discretionary | ||
| Discretionary | 1,137 | 295.3 |
| Non-Discretionary | 2 | 4.9 |
| Total | 1,139 | 300.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 300.2 | |
| Total | 1,139 | 300.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002053892] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Kaufman Rossin Wealth LLC
✚
|
FL | 0.3 |
|
Diversified Financial Management Associates Inc
✚
|
MA | 0.3 |
|
Darden Wealth Group Inc
✚
|
MI | 0.3 |
|
May Barnhard Investments LLC
✚
|
MD | 0.3 |
|
TSA Wealth Management LLC
✚
|
TX | 0.3 |
|
Navigate Financial LLC
✚
|
UT | 0.3 |
|
Oneamerica Securities Inc
✚
|
IN | 0.3 |
|
Cloud Investments LLC
✚
|
AL | 0.3 |
|
Parkview US LLC
✚
|
NY | 0.3 |
|
Fluent Financial LLC
✚
|
TX | 0.3 |