RIA Intel›Advisers›Oregon›NOWAK, JOANNA T.

NOWAK, JOANNA T.

Advisory

OR

Data as of Mar 10, 2026 · Source: SEC Form ADV

Average account

$696K

across 61 accounts

AUM per adviser

$42M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 10, 2026.

Total AUM

$42M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$42M

Discretionary AUM$42M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients9

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureSole Proprietorship

Fiscal Year EndDecember

Operates InCA, OR

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

9 clients

9 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 OR

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

ISLER WEALTH MANAGEMENT, LLC

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CICLO WEALTH LLC

$42M

MARQUAM ASSET MANAGEMENT LLC

$41M

RHODES ECONOMETRICS INC

LAKE OSWEGO, OR

$41M

PETERSON, DAVID WALTER

$44M

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