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WEALTH ADVISORS NW
Legal name: WEALTH ADVISORS NORTHWEST LLC
CRD 284468File 801-121116
APPROVED
Retail clients
Filing as of Mar 5, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$354.3M
Below cohort median (national)
Discretionary AUM
$352.1M
Non-discretionary $2.2M
Clients
304
1,154 accounts
Employees
8
Below cohort median in OR
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Apr 30, 2021
- Principal office
- 9400 SW BARNES RD., SUITE 309, PORTLAND, OR, 97225
- Phone
- 971-249-9930
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $354.3M
- Discretionary AUM
- $352.1M
- Non-discretionary AUM
- $2.2M
- Discretionary accounts
- 1,153
- Non-discretionary accounts
- 1
- Total accounts
- 1,154
- AUM per client
- $1.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $3.6M |
| High net worth individuals | 105 | $265.4M |
| Pension and profit sharing plans | Fewer than 5 | $2.7M |
| Individuals (other than high net worth individuals) | 194 | $82.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other
- Other advisory activities
- Financial planning services
- Portfolio management for other
- 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 |
|---|---|---|---|
| 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.

