PPrivate Fund Data Log in Join · $37/mo

Northwest Wealth Advisors, LLC

● SEC registered since 2023CRD 327641SEC# 801-128653Bellingham, WA
Export (members)
Reg. AUM
$193.6M
Employees
6
Accounts
1,184
Location
Bellingham, WA

Northwest Wealth Advisors, LLC assets under management

Northwest Wealth Advisors, LLC is an investment advisory firm registered with the SEC based in Bellingham, WA. The firm has been registered since 2023. It reports $193.6 million in regulatory assets under management and employs 6 people.

Northwest Wealth Advisors, LLC owners & executives

3 reported
NameTitleOwnershipSince
Lamar A West ControlManaging Partner And Chief Compliance Officer50-75%2023
Lavelle Blair West ControlManaging Partner25-50%2023
Libby Ann WestPartner10-25%2023

Frequently asked questions

How much does Northwest Wealth Advisors, LLC manage?

Northwest Wealth Advisors, LLC reports $193.6 million in regulatory assets under management on its Form ADV.

How many employees does Northwest Wealth Advisors, LLC have?

Northwest Wealth Advisors, LLC reports 6 employees.

Where is Northwest Wealth Advisors, LLC located?

Northwest Wealth Advisors, LLC is based in Bellingham, WA and has been SEC-registered since 2023.

Does Northwest Wealth Advisors, LLC disclose fund performance?

Northwest Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1801 F Street, Bellingham, WA 98225
Phone360-738-6019
Fax360-266-5050
Office hours9:00 a.m. - 5:00 p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$193.6M
Non-discretionary$0
Total (RAUM)$193.6M