WEST INVEST

Legal name: NORTHWEST WEALTH ADVISORS, LLC

CRD 327641File 801-128653

APPROVED

Retail clients

Custody

Filing as of May 19, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$304.5M

Below cohort median (national)

Discretionary AUM

$304.5M

Clients

691

1,642 accounts

Employees

Below cohort median in WA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: SFRO
Registration date: Aug 31, 2023
Principal office: 1801 F STREET, BELLINGHAM, WA, 98225
Phone: 360-738-6019
Website: https://www.west-invest.com/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $304.5M
Discretionary AUM: $304.5M
Non-discretionary AUM: $0
Discretionary accounts: 1,642
Non-discretionary accounts: 0
Total accounts: 1,642
AUM per client: $441K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$1.7M
High net worth individuals	136	$185.8M
Pension and profit sharing plans	Fewer than 5	$1.5M
Individuals (other than high net worth individuals)	548	$115.5M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
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.