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 owner-operated. The firm has been SEC-registered since 2011 and serves both individual/family and institutional clients. Its advisory services include financial planning, discretionary portfolio management for individuals, small businesses and institutions, and the publication of periodic newsletters or market commentaries. The firm charges both percentage-of-AUM and fixed fees. It does not identify as an active ESG investor, is not a multi-state adviser, and does not act as a capital allocator—its model appears focused on implementing third‑party investment strategies rather than operating an in‑house private capital platform.