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WEST INVEST
NORTHWEST WEALTH ADVISORS, LLC
CRD 327641 · SEC 801-128653
1801 F STREET, BELLINGHAM, WA, 98225, United States
Phone
360-738-6019
Fax
360-266-5050
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$304.5M
Discretionary AUM
$304.5M
Team
10 total employees; 8 advisory reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 548 | $115.5M |
| High net worth individuals | 136 | $185.8M |
| Pension/profit sharing plans | 4 | $1.5M |
| Corporations/business entities | 3 | $1.7M |
States served
AZ, CA, ID, MT, NV, OR, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD