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NORTHWEST FINANCIAL ADVISORS LLC

HERNDON, VA · CRD 166769 · IAPD ↗ · rtholden.nwfllc.com · 703-810-1072

$1.24BRegulatory AUM
31Advisory reps
37Employees
607Clients
1-10Planning clients
0Private funds
33States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

30
April 2026 — NORTHWEST FINANCIAL ADVISORS LLC changed its website from jvaladez.nwfllc.com to rtholden.nwfllc.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
50
April 2026 — NORTHWEST FINANCIAL ADVISORS LLC reported RAUM down 35% ($1.92B -> $1.24B).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
30
April 2025 — NORTHWEST FINANCIAL ADVISORS LLC changed its website from nwfllc.com to jvaladez.nwfllc.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
55
April 2024 — NORTHWEST FINANCIAL ADVISORS LLC added office(s): 10 -> 11 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
63
April 2024 — NORTHWEST FINANCIAL ADVISORS LLC reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
76
April 2024 — NORTHWEST FINANCIAL ADVISORS LLC grew from 27 to 33 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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