RIA Intel›Advisers›Washington›NORTHWEST WEALTH ADVISORS, LLC

NORTHWEST WEALTH ADVISORS, LLC

Advisory

N·BELLINGHAM, WA

Data as of Jan 5, 2026 · Source: SEC Form ADV

Total AUM
$194M
1-Year AUM Growth
+27.1%
3-Year CAGR
—
Employees
5
Assets Under Management
Total AUM$194M
Discretionary AUM$194M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients731
Team
Total Employees5
Investment Advisers6
Employee Growth (1Y)+33.3%
Filing History
Total Filings on Record9
First FilingJul 31, 2023
Latest FilingJan 5, 2026
🔒 Full AUM trend chart and 9 historical filings spanning 3+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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