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NORTHWEST QUADRANT WEALTH MANAGEMENT

NORTHWEST QUADRANT, LLC

CRD 158455 · SEC 801-72636

Visit website

650 SW BOND ST., SUITE 250, BEND, OR, 97702, United States

Phone

541-388-9888

Fax

(541) 388-3492

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$579.7M

Discretionary AUM

$574.9M

Team

3 total employees; 3 advisory reps

Clients

0

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-17

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Publication of periodicalsESTATE PLANNING

Client types

TypeClientsAUM
Individuals668$145.3M
High net worth individuals336$424.4M
Charitable organizations5$631K
Corporations/business entities5$3.8M

States served

AK, AZ, CA, CO, ID, LA, NE, OR, WA, TX, NH

All web addresses on file

Official SEC filing: View on IAPD