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WEALTH ADVISORS NW
9400 Sw Barnes Rd.
Suite 309
Portland, Oregon 97225
Tel: 971-249-9930
About WEALTH ADVISORS NW
WEALTH ADVISORS NW, formally registered with the SEC as WEALTH ADVISORS NW. The firm was established in 04/30/2021. They have over 11 offices throughout the country.
WEALTH ADVISORS NW is a Portland, Oregon based Financial Planning firm with nearly $264,102,422 assets under management, offering retirement planning & investment advisory services to 1121 clients. The firm is staffed with 9 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 284468 |
| SEC# | 801-121116 |
| Assets Managed by Firm | $264,102,422 |
| No. of Clients | 1121 |
| No. of Advisors | 9 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Other (ADVISORY CONSULTING SERVICES)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1121 | $264,102,422 |
| Individuals (other than high net worth individuals) | 220 | $100,453,660 |
| High net worth individuals | 68 | $149,954,450 |
| Pension and profit sharing plans | 15 | $10,914,342 |
| Corporations or other businesses | 3 | $2,779,970 |
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