RIA Intel›Advisers›Oregon›NORTHLINE WEALTH MANAGEMENT LLC

NORTHLINE WEALTH MANAGEMENT LLC

Advisory

N·BEND, OR

Data as of May 12, 2023 · Source: SEC Form ADV

Total AUM

$211M

1-Year AUM Growth

-16.7%

3-Year CAGR

+12.4%

Employees

3

Assets Under Management

Total AUM$211M

Discretionary AUM$186M

Non-Discretionary AUM$24M

Discretionary %88.4%

Total Clients—

Team

Total Employees3

Investment Advisers6

Employee Growth (1Y)—

Filing History

Total Filings on Record23

First FilingOct 8, 2009

Latest FilingMay 12, 2023

🔒 Full AUM trend chart and 23 historical filings spanning 14+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on NORTHLINE WEALTH MANAGEMENT LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.