Northwest Wealth Advisors, LLC
● SEC registered since 2023CRD 327641SEC# 801-128653Bellingham, WA
Reg. AUM
$304.5M
Employees
10
Accounts
1,642
Location
Bellingham, WA
Northwest Wealth Advisors, LLC assets under management
Northwest Wealth Advisors, LLC is an investment advisory firm registered with the SEC based in Bellingham, WA. The firm has been registered since 2023. It reports $304.5 million in regulatory assets under management and employs 10 people.
Northwest Wealth Advisors, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Lamar A West Control | Managing Partner And Chief Compliance Officer | 50-75% | 2023 |
| Lavelle Blair West Control | Managing Partner | 25-50% | 2023 |
| Libby Ann West | Partner | 10-25% | 2023 |
Frequently asked questions
How much does Northwest Wealth Advisors, LLC manage?
Northwest Wealth Advisors, LLC reports $304.5 million in regulatory assets under management on its Form ADV.
How many employees does Northwest Wealth Advisors, LLC have?
Northwest Wealth Advisors, LLC reports 10 employees.
Where is Northwest Wealth Advisors, LLC located?
Northwest Wealth Advisors, LLC is based in Bellingham, WA and has been SEC-registered since 2023.
Does Northwest Wealth Advisors, LLC disclose fund performance?
Northwest Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1801 F Street, Bellingham, WA 98225 |
| Phone | 360-738-6019 |
| Fax | 360-266-5050 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$304.5M▲ 100%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 62%
Larger than 38% of 16,271 advisers
EmployeesTop 40%
More than 60% of 16,825 advisers
Assets under management
$304.5Mregulatory AUM
Discretionary $304.5M