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WEALTH ADVISORS NW

PORTLAND, OR · CRD 284468 · IAPD ↗ · 971-249-9930

$354.3MRegulatory AUM
6Advisory reps
8Employees
3Clients
251-500Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
February 2025 — WEALTH ADVISORS NW notice-filed in CO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
February 2025 — WEALTH ADVISORS NW added office(s): 9 -> 10 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
63
April 2024 — WEALTH ADVISORS NW reported RAUM up 29% ($204.7M -> $264.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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