WEALTH ADVISORS NW

WEALTH ADVISORS NORTHWEST LLC

CRD 284468 · SEC 801-121116

Visit website

9400 SW BARNES RD., SUITE 309, PORTLAND, OR, 97225, United States

Phone

971-249-9930

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$354.3M

Discretionary AUM

$352.1M

Team

8 total employees; 6 advisory reps; 3 broker-dealer reps

Clients

251-500

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-05

Disciplinary history

Services

Financial planningPortfolio management (individuals)Pension consultingEducational seminarsREAL ESTATE ANALYSIS SERVICES AND 1031 EXCHANGE CONSULTING SERVICES AND ESTATE PLANNING ASSISTANCE SERVICES

Client types

Type	Clients	AUM
Individuals	194	$82.6M
High net worth individuals	105	$265.4M
Pension/profit sharing plans	2	$2.7M
Corporations/business entities	3	$3.6M

States served

CA, CO, OR, WA, TX

All web addresses on file

https://www.facebook.com/WealthAdvisorsNW
HTTP://WWW.WEALTHNW.COM/
https://twitter.com/WealthAdvisorNW
HTTPS://WWW.LINKEDIN.COM/COMPANY/WEALTH-ADVISORS-NW

Official SEC filing: View on IAPD