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Wealth Advisors Northwest LLC

● SEC registered since 2021CRD 284468SEC# 801-121116Portland, OR
Export (members)
Reg. AUM
$300.2M
Employees
8
Accounts
1,139
Location
Portland, OR

Wealth Advisors Northwest LLC assets under management

Wealth Advisors Northwest LLC is an SEC-registered investment adviser based in Portland, OR. The firm has been registered since 2021. It reports $300.2 million in regulatory assets under management and employs 8 people.

Wealth Advisors Northwest LLC owners & executives

5 reported
NameTitleOwnershipSince
Tfa Solutions Inc. ControlOwnerOver 75%2018
Tttj Group LLC ControlOwner10-25%2022
Tyler James JohnsonChief Compliance OfficerUnder 5%2016
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Frequently asked questions

How much does Wealth Advisors Northwest LLC manage?

Wealth Advisors Northwest LLC reports $300.2 million in regulatory assets under management on its Form ADV.

How many employees does Wealth Advisors Northwest LLC have?

Wealth Advisors Northwest LLC reports 8 employees.

Where is Wealth Advisors Northwest LLC located?

Wealth Advisors Northwest LLC is based in Portland, OR and has been SEC-registered since 2021.

Does Wealth Advisors Northwest LLC disclose fund performance?

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

Contact & registration

Address9400 SW Barnes Rd., Suite 309, Portland, OR 97225
Phone971-249-9930
Office hours8:00 a.m. - 5:00 p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$295.3M
Non-discretionary$4.9M
Total (RAUM)$300.2M