RIA Intel›Advisers›Washington›NWT ADVISORS, LLC

NWT ADVISORS, LLC

Advisory

DUVALL, WA

Data as of Apr 17, 2026 · Source: SEC Form ADV

Average account

$213K

across 86 accounts

AUM per adviser

$9M

2 advisers

Source: SEC Form ADV. Figures as filed Apr 17, 2026.

Total AUM

$18M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$18M

Discretionary AUM$18M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients45

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InWA

Succession Risk

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

See plansIncluded with the Intelligence plan

Peer Benchmarking

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

See plansIncluded with the Intelligence plan

Owners & Officers

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

See plansIncluded with the Intelligence plan

Client Demographics

45 clients

13 high-net-worth

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

See plansIncluded with the Intelligence plan

Advisers of similar size in WA

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

SIGNAL FINANCIAL PLANNING, LLC

$18M

NLJ ADVISORS, INC.

$19M

$19M

SPENCER FINANCIAL PLANNING, LLC

$19M

PROBABILITIES FUND MANAGEMENT, LLC

$19M

PENNY LANE WEALTH MANAGEMENT, LLC

$19M

Get the full picture on NWT ADVISORS, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track NWT ADVISORS, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans