Overview
- Headquarters
- Bellingham, WA
- Total Firm Assets
- $304 million
- Average High-Net-Worth Client Portfolio Size
- $1.4 million
Fee Disclosure
Source: FORM ADV PART 2A- NORTHWEST WEALTH ADVISORS (2026-08-28) · View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $100,000 | 1.50% |
| $100,001 | $250,000 | 1.25% |
| $250,001 | $1,000,000 | 1.00% |
| $1,000,001 | $3,000,000 | 0.75% |
| $3,000,001 | and above | 0.50% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $10,875 | 1.09% |
| $5 million | $35,875 | 0.72% |
| $10 million | $60,875 | 0.61% |
| $50 million | $260,875 | 0.52% |
| $100 million | $510,875 | 0.51% |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 61.01%
- Number of High-Net-Worth Clients
- 136
- Total Client Accounts
- 1,642
- Discretionary Accounts
- 1,642
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Regulatory Filings
- SEC CRD Number
- 327641
- FORM ADV PART 2A- NORTHWEST WEALTH ADVISORS (2026-08-28) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗