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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) |
| Phone | 971-249-9930 |
| Address | 9400 SW Barnes Rd Portland, OR 97225 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Amazon Com Inc | 10.7 | ||
| Apple Inc | 2.3 | ||
| Tesla Motors Inc | 2.2 | ||
| Microsoft Corp | 1.6 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($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
✚
|
OK | 356.3 M |
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Armor Investment Advisors LLC
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|
Hanover Advisors Inc
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SC | 354.9 M |
|
Resurgent Financial Advisors LLC
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Cayside Partners LLC
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|
JDM Financial Group LLC
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352.8 M | |
|
Elysium Wealth Management LLC
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|
UT | 352.3 M |
|
Innovative Advisory Partners LLC
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|
TN | 352.1 M |
|
RT Jones Capital Equities Management Inc
✚
|
MO | 351.8 M |
|
Foresight Capital Management Advisors Inc
✚
|
MI | 351.1 M |