Wealth Advisors Northwest LLC
● SEC registered since 2021CRD 284468SEC# 801-121116Portland, OR
Reg. AUM
$354.3M
Employees
8
Accounts
1,154
Location
Portland, OR
Wealth Advisors Northwest LLC assets under management
Wealth Advisors Northwest LLC is an SEC-registered investment adviser based in Portland, OR. The firm has been registered since 2021. It reports $354.3 million in regulatory assets under management and employs 8 people.
Wealth Advisors Northwest LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Liliane Sonia Menezes Control | Chief Compliance Officer | Under 5% | 2025 |
| Tfa Solutions Inc. Control | Owner | Over 75% | 2018 |
| Tttj Group LLC Control | Owner | 10-25% | 2022 |
See all 5 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Wealth Advisors Northwest LLC manage?
Wealth Advisors Northwest LLC reports $354.3 million in regulatory assets under management on its Form ADV.
How many employees does Wealth Advisors Northwest LLC have?
Wealth Advisors Northwest LLC reports 8 employees.
Where is Wealth Advisors Northwest LLC located?
Wealth Advisors Northwest LLC is based in Portland, OR and has been SEC-registered since 2021.
Does Wealth Advisors Northwest LLC disclose fund performance?
Wealth Advisors Northwest LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 9400 SW Barnes Rd., Suite 309, Portland, OR 97225 |
| Phone | 971-249-9930 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$354.3M▲ 34%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 57%
Larger than 43% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$354.3Mregulatory AUM
Discretionary $352.1MNon-discretionary $2.2M