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NORTHWEST ASSET MANAGEMENT
NWAM, LLC
CRD 147923 · SEC 801-69483
2835 82ND AVENUE SE, STE 100, MERCER ISLAND, WA, 98040, United States
Phone
206-838-3680
Fax
206-838-3681
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$4.13B
Discretionary AUM
$2.94B
Team
62 total employees; 44 advisory reps; 17 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingEducational seminarsTAX PREPARATION
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1926 | $924.3M |
| High net worth individuals | 832 | $3.14B |
| Corporations/business entities | 8 | $46.7M |
States served
AL, AK, AZ, CA, CO, DE, GA, ID, IL, IN, IA, KY, LA, MD, MA, MI, MN, MT, NE, NV, NM, NY, NC, OH, OK, OR, PA, SC, TN, UT, VA, WI, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
- https://www.linkedin.com/company/ria-innovations/about/
- https://twitter.com/RIAInnovations
- https://www.instagram.com/riainnovations/
- https://www.nwasset-fsg.com/
- http://www.aldridgegrp.com/
- https://www.radialwealth.com/
- https://www.linkedin.com/company/nwam/
- https://www.dynamiccapital.group/
- https://twitter.com/nwamllc
- HTTPS://WWW.NWASSET.COM/
- https://www.instagram.com/nwamllc/
- https://sustainablebalance.net
- https://www.northfrontieradvisory.com/
- https://sunstonefg.com/
- HTTPS://RIAINNOVATIONS.COM
- https://www.harveststrategiesgroup.com/
- https://farrellwealthgroup.com/
Official SEC filing: View on IAPD