Overview
- Headquarters
- Portland, OR
- Total Firm Assets
- $354 million
- Average High-Net-Worth Client Portfolio Size
- $2.5 million
Fee Disclosure
Source: WEALTH ADVISORS NW 2A (2025-10-21)
· View brochure text
Latest filing: WEALTH ADVISORS NW 2A (2026-03-05)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $1,000,000 | 1.00% |
| $1,000,001 | $2,500,000 | 0.85% |
| $2,500,001 | $5,000,000 | 0.75% |
| $5,000,001 | and above | 0.65% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $10,000 | 1.00% |
| $5 million | $41,500 | 0.83% |
| $10 million | $74,000 | 0.74% |
| $50 million | $334,000 | 0.67% |
| $100 million | $659,000 | 0.66% |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 74.92%
- Number of High-Net-Worth Clients
- 105
- Total Client Accounts
- 1,154
- Discretionary Accounts
- 1,153
- Non-Discretionary Accounts
- 1
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Educational Seminars
Regulatory Filings
- SEC CRD Number
- 284468
- WEALTH ADVISORS NW 2A (2026-03-05) · View brochure text
- WEALTH ADVISORS NW 2A (2025-10-21) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗