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 an LLC and first registered with the SEC in 2021. The firm serves both individual and family clients as well as institutional clients, providing financial planning, portfolio management for individuals and small businesses, pension consulting services, and educational seminars and workshops. Its fee arrangements include both a percentage-of-assets model and fixed fees. The firm is not positioned as a capital allocator and does not identify as an active ESG investor. Industry affiliations include relationships with accountants, which suggests coordination around tax and reporting matters for client engagements.
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
1 of 1TYLER JOHNSON
Chief Compliance OfficerCRD 6423340
Contacts
3 of 6DIRK CONRADIE
OwnerCRD 6014040
GEOFFREY DOUGALL
Lead AdvisorCRD 6014398
Carrie Jorgensen
Client Service AssociateCRD 7794330
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 68Active vs passive
$163M in ETFs
83%
$136M
16%
$27.6M
| 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 | $14.8M | 150,827 | 9.04% |
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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