RIA Intel›Advisers›Washington›NORTHWEST PLANNING ADVISORS LLC

NORTHWEST PLANNING ADVISORS LLC

Advisory

SPOKANE, WA

Data as of Mar 16, 2026 · Source: SEC Form ADV

Average account

$163K

across 185 accounts

AUM per adviser

$30M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 16, 2026.

Total AUM

$30M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$30M

Discretionary AUM$0

Non-Discretionary AUM$30M

Discretionary %0%

Total Clients185

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InID, TX, WA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

185 clients

34 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in WA

Closest by assets under management. All figures from Form ADV.

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MCHENRY CAPITAL, L.L.C.

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$31M

MERIDAN CAPITAL, LLC

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