Firm profile

NORTHWEST ASSET MANAGEMENT

MERCER ISLAND, WACRD 147923Latest ADV March 31, 2026

NORTHWEST ASSET MANAGEMENT is a limited liability company based in MERCER ISLAND, WA.

Assets Under Management
$4.1B
Employees
62
Offices
68 offices
Total Clients
2,776
Primary office
MERCER ISLAND, WA
2835 82ND AVENUE SE, STE 100, MERCER ISLAND, WA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

3 roles identified
CEONelly O. Mubashi
CCONelly O. Mubashi
COOMahum R. Prasad

Advisory services offered

5 types reported
Educational seminars/workshops
Financial Planning Services
Other advisory services

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges

Client Coverage Demographics

Top client segmentIndividuals represent 69.4% of total clients.
Top client categories% of clientsClients
1
Individuals
69.4%
1,926
2
HNWI
30.0%
832
3
EMPLOYEE ACCTS AND PARTNERSHIPS
0.4%
10
4
Corporations
0.3%
8

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$4.1Bas of March 31, 2026
Discretionary71.2%
$2.9B
71% of total RAUM71.2%
Non-discretionary28.8%
$1.2B
29% of total RAUM28.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$4.1B
Total Accounts9,090
10Y AUM Change+$3.2B (+348.9%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees62
Clients per Employee45:1
10Y Employee Change+32 (+106.7%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.