Northwest Quadrant Wealth Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Bend, OR. Its latest Form ADV filing, dated March 17, 2026, reports $580M in regulatory assets under management, 3 employees, 1 office, and 1,771 accounts.
Assets Under Management
$580M
Employees
3
Offices
1 office
Total Clients
1,014
Primary office
BEND, OR
650 SW BOND ST., SUITE 250, BEND, OR, United States
Top client segmentIndividuals represent 65.9% of total clients.
Top client categories% of clientsClients
1
Individuals
65.9%
668
2
HNWI
33.1%
336
3
Charitable
0.5%
5
4
Corporations
0.5%
5
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$580Mas of March 17, 2026
Discretionary99.2%
$575M
99% of total RAUM99.2%
Non-discretionary0.8%
$5M
1% of total RAUM0.8%
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$580M
Total Accounts1,771
10Y AUM Change+$374M (+181.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee338:1
10Y Employee Change-6 (-66.7%)
* 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.