NWT Advisors, LLC
Firm details
- Headquarters
- Duvall, Washington
- CRD number
- 151192
- Website
- www.nwtadvisors.com
- Fee structure
- Percentage of AUM
- Client types
- HNWI59.8%
- Individuals40.2%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
NWT Advisors, LLC is an independent, owner-operated advisory firm organized as an LLC and registered at the state level in Washington. The firm focuses on serving individuals and families with fee-based wealth management, charging fees as a percentage of assets under management. Core advisory services include financial planning and discretionary portfolio management for individuals and small businesses. NWT Advisors also conducts insurance brokerage activities as part of its client offering. The firm does not position itself as an ESG investor or as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities64%
- Cash & Cash Equivalents31%
- Investment Grade Corp Bonds5%
Contacts
2 of 2Ian Hobson
Investment Advisor RepresentativeCRD 5254322

Robert Myrick
Financial and Tax AdvisorCRD 1289814
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Duvall, WA
King
Location
Duvall, WA
Headquartered in Duvall, WA, anchoring the Seattle-Tacoma, WA metro in the West.
- Metro area
- Seattle-Tacoma, WA
- Region
- West
- County
- King
- Address
- 15315 1st Ave Ne
- Time zone
- PT (UTC-8)
- Office locations
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