NORTHWEST QUADRANT WEALTH MANAGEMENT

Legal name: NORTHWEST QUADRANT, LLC

CRD 158455File 801-72636

APPROVED

Retail clients

Filing as of Mar 17, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$579.7M

Above cohort median (national)

Discretionary AUM

$574.9M

Non-discretionary $4.8M

Clients

1,014

1,771 accounts

Employees

Above cohort median in OR

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: SFRO
Registration date: Aug 18, 2011
Principal office: 650 SW BOND ST., SUITE 250, BEND, OR, 97702
Phone: 541-388-9888
Website: HTTP://WWW.NORTHWESTQUADRANTWEALTH.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $579.7M
Discretionary AUM: $574.9M
Non-discretionary AUM: $4.8M
Discretionary accounts: 1,763
Non-discretionary accounts: 8
Total accounts: 1,771
AUM per client: $572K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	5	$3.8M
Charitable organizations	5	$631K
High net worth individuals	336	$424.4M
Pension and profit sharing plans	Fewer than 5	$5.6M
Individuals (other than high net worth individuals)	668	$145.3M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Publications
Other advisory activities
Financial planning services
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.