Wealth Advisors Nw
Firm details
- Headquarters
- Portland, Oregon
- CRD number
- 284468
- Registered since
- April 30, 2021
- Website
- www.wealthnw.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI74.92%
- Individuals23.32%
- Corporations / Businesses1.01%
- Pension & Profit Sharing Plans0.75%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops
Firm profile
FINTRXOverview
Wealth Advisors Nw is an independent registered investment adviser organized as a limited liability company. The firm is SEC-registered (2021) and serves both individual/family and institutional clients. Its revenue model combines percentage-of-AUM fees with the option of fixed fees. Core advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting, and client education through seminars and workshops. The firm is identified as a non-ESG-focused investor and does not describe itself as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds88%
- Exchange Traded Equities8%
- Cash & Cash Equivalents2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 66Active vs passive
$236M in ETFs
83%
$195M
17%
$40.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) GROWTH ETF (SPYG) | State Street | Passive | Large Growth | $25.3M | 205,163 | 10.69% |
Location
Portland, OR
Washington
Location
Portland, OR
Headquartered in Portland, OR, anchoring the Portland-Vancouver-Salem, OR-WA metro in the West.
- Metro area
- Portland-Vancouver-Salem, OR-WA
- Region
- West
- County
- Washington
- Address
- 9400 Sw Barnes Rd
- Time zone
- PT (UTC-8)
- Office locations
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