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NORTHWEST QUADRANT WEALTH MANAGEMENT

BEND, OR · CRD 158455 · IAPD ↗ · northwestquadrantwealth.com · 541-388-9888

$579.7MRegulatory AUM
3Advisory reps
3Employees
0Clients
0Planning clients
0Private funds
11States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
June 2025 — NORTHWEST QUADRANT WEALTH MANAGEMENT notice-filed in LA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
March 2025 — NORTHWEST QUADRANT WEALTH MANAGEMENT crossed $500M in regulatory AUM ($453.9M -> $534.0M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
45
April 2024 — NORTHWEST QUADRANT WEALTH MANAGEMENT notice-filed in NE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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