NWT Advisors, LLC

RIAState 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, 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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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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
  • Ian Hobson

    Investment Advisor RepresentativeCRD 5254322

  • Robert Myrick

    Robert Myrick

    Financial and Tax AdvisorCRD 1289814

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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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