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NORTHWEST QUADRANT WEALTH MANAGEMENT
Legal name: NORTHWEST QUADRANT, LLC
CRD 158455File 801-72636
APPROVED
Retail clients
Filing as of Mar 17, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$579.7M
Above cohort median (national)
Discretionary AUM
$574.9M
Non-discretionary $4.8M
Clients
1,014
1,771 accounts
Employees
3
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
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, 5GCompensation
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 6 | 3 | decreased by3 |
| Apr 1, 2026 | Clients | 1,050 | 1,014 | decreased by36 |
| Apr 1, 2026 | AUM | $533,960,987 | $579,712,539 | increased by$45,751,552 |
| Apr 1, 2026 | Accounts | 1,741 | 1,771 | increased by30 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 5 | 6 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,160 | 1,050 | decreased by110 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $441,126,333 | $533,960,987 | increased by$92,834,654 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,802 | 1,741 | decreased by61 |
| Apr 1, 2022 | Employees | 8 | 5 | decreased by3 |
| Apr 1, 2022 | Clients | 1,195 | 1,160 | decreased by35 |
| Apr 1, 2022 | AUM | $364,383,968 | $441,126,333 | increased by$76,742,365 |
| Apr 1, 2022 | Accounts | 1,753 | 1,802 | increased by49 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “NORTHWEST QUADRANT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“NORTHWEST QUADRANT” may also match similarly-named firms). Confirm identity against each filing.
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.