Wealth Advisors Nw is an SEC registered investment adviser organized as a limited liability company with a primary office location in Portland, OR. Its latest Form ADV filing, dated March 5, 2026, reports $354M in regulatory assets under management, 8 employees, 9 offices, and 1,154 accounts.
Assets Under Management
$354M
Employees
8
Offices
9 offices
Total Clients
304
Primary office
PORTLAND, OR
9400 SW BARNES RD., SUITE 309, PORTLAND, OR, United States
Top client segmentIndividuals represent 63.8% of total clients.
Top client categories% of clientsClients
1
Individuals
63.8%
194
2
HNWI
34.5%
105
3
Corporations
1.0%
3
4
Pension Plans
0.7%
2
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$354Mas of March 5, 2026
Discretionary99.4%
$352M
99% of total RAUM99.4%
Non-discretionary0.6%
$2M
1% of total RAUM0.6%
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$354M
Total Accounts1,154
10Y AUM Change+$224M (+170.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee38:1
10Y Employee Change+2 (+33.3%)
* 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.