NWT ADVISORS, LLC

RIASEC Registered
Total AUM
$18.4M
Discretionary
$18.4M
100% of AUM
Avg account
$213K
Accounts
86
Employees
2
Advisory reps
2

Firm details

Headquarters
DUVALL, Washington
CRD number
151192
Fee structure
Percentage of AUM
Client types
  • HNWI59.8%
  • Individuals40.2%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

NWT Advisors, LLC is an independent, individually owned registered investment adviser operating as a limited liability company. The firm serves individual and family clients and charges fees as a percentage of assets under management. Its advisory work centers on financial planning and portfolio management for individuals and small businesses; the firm also conducts insurance brokerage activities. NWT Advisors is not identified as an active ESG investor, is not set up as a multi-state adviser, and is not described as a capital allocator or pension consultant. SEC registration year is not provided.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 64%, Cash & Cash Equivalents 31%, Investment Grade Corp Bonds 5%64%
  • Exchange Traded Equities64%
  • Cash & Cash Equivalents31%
  • Investment Grade Corp Bonds5%

Contacts

2 of 2
  • ROBERT MYRICK

    Financial and Tax AdvisorCRD 1289814

  • IAN HOBSON

    Investment Advisor RepresentativeCRD 5254322

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth