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NORTHWEST CAPITAL MANAGEMENT INC.

LAKE OSWEGO, OR · CRD 108091 · IAPD ↗ · 503-597-1616

$8.52BRegulatory AUM
7Advisory reps
11Employees
0Clients
101-250Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
August 2024 — NORTHWEST CAPITAL MANAGEMENT INC. notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
30
April 2024 — NORTHWEST CAPITAL MANAGEMENT INC. changed its website from nwcm.com to bcorporation.net.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
65
April 2024 — NORTHWEST CAPITAL MANAGEMENT INC. reported RAUM up 25% ($5.48B -> $6.86B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.