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NORTHWEST PLANNING ADVISORS LLC
CRD 297916
1 N. MONROE STREET, STE 202, SPOKANE, WA, 99201, United States
Phone
(509) 324-8835
Fax
(509) 324-8892
Registration
— (—)
Source
State registered
Total AUM
$30.2M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-16
Disciplinary history
No
Services
Financial planningSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 151 | $20.1M |
| High net worth individuals | 34 | $10.1M |
All web addresses on file
Official SEC filing: View on IAPD