Northwest Quadrant Wealth Management

RIASEC RegisteredEst. 2011

Total AUM

$580M

Discretionary

$575M

99% of AUM

Avg account

$327K

Accounts

1,771

Employees

Advisory reps

Firm details

Headquarters: Bend, Oregon
CRD number: 158455
Registered since: August 18, 2011
Website: www.northwestquadrantwealth.com
Custodians: LPL FINANCIAL LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI73.21%
Individuals25.06%
Pension & Profit Sharing Plans0.97%
Corporations / Businesses0.65%
Charitable Organizations0.11%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPublication of Periodicals

Firm profile

FINTRX

Overview

Northwest Quadrant Wealth Management is an independent registered investment adviser organized as an LLC and operating since 2011. The firm serves both individual/family and institutional clients and charges clients via a percentage-of-AUM schedule and fixed fees. Its client-facing services emphasize financial planning, portfolio management for individuals and small businesses, portfolio management for institutions or businesses, and the publication of periodic newsletters or commentary. The firm does not identify as an active ESG investor and is not structured as a multi-state adviser or a pension consultant. Although it is not designated as a capital allocator, it deploys client assets into third‑party alternatives and public funds.