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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 Oct 1, 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
- Website
- HTTP://WWW.WEALTHNW.COM/
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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 305 | 304 | decreased by1 |
| Apr 1, 2026 | AUM | $300,196,123 | $354,254,482 | increased by$54,058,359 |
| Apr 1, 2026 | Accounts | 1,139 | 1,154 | increased by15 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 9 | 8 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 7 | 9 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 263 | 305 | increased by42 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $171,290,252 | $300,196,123 | increased by$128,905,871 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 858 | 1,139 | increased by281 |
| Oct 1, 2022 | Employees | 6 | 7 | increased by1 |
| Apr 1, 2022 | Clients | 242 | 263 | increased by21 |
| Apr 1, 2022 | AUM | $130,746,684 | $171,290,252 | increased by$40,543,568 |
| Apr 1, 2022 | Accounts | 757 | 858 | increased by101 |
| May 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 “WEALTH ADVISORS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“WEALTH ADVISORS” 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.