Wealth Advisors Nw
Firm details
- Headquarters
- Portland, Oregon
- CRD number
- 284468
- Registered since
- April 30, 2021
- Website
- www.wealthnw.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI74.92%
- Individuals23.32%
- Corporations / Businesses1.01%
- Pension & Profit Sharing Plans0.75%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops
Firm profile
FINTRXOverview
Wealth Advisors Nw is an independent registered investment adviser organized as an LLC and SEC-registered in 2021. The firm serves individual and family clients as well as institutional relationships, operating under a mix of percentage-of-AUM and fixed-fee billing. Core advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting and educational seminars/workshops. The firm does not present itself as an active ESG investor and does not function as a capital allocator. An accounting affiliation is noted in its industry relationships.
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
- Public Funds/Mutual Funds88%
- Exchange Traded Equities8%
- Cash & Cash Equivalents2%
Owners & executives
1 of 1
Tyler Johnson
Chief Compliance OfficerCRD 6423340
Contacts
3 of 6
Dirk Conradie
OwnerCRD 6014040
Geoffrey Dougall
Lead AdvisorCRD 6014398
Carrie Jorgensen
Client Service AssociateCRD 7794330
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 68Active vs passive
$204M in ETFs
82%
$168M
17%
$35.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) GROWTH ETF (SPYG) | State Street | Passive | Large Growth | $20.5M | 172,661 | 10.06% |
Location
Portland, OR
Washington
Location
Portland, OR
Headquartered in Portland, OR, anchoring the Portland-Vancouver-Salem, OR-WA metro in the West.
- Metro area
- Portland-Vancouver-Salem, OR-WA
- Region
- West
- County
- Washington
- Address
- 9400 Sw Barnes Rd
- Time zone
- PT (UTC-8)
- Office locations
Similar firms
Washington Park Capital Management, LLC
RIAPortland, OR
TRU Independence Asset Management, LLC
RIAPortland, OR
Optima Capital LLC
RIAPortland, OR
Zuna, LLC
RIAPortland, OR
Silver Oak Advisory Group
RIAPortland, OR
Encompass Wealth Advisors, LLC
RIAPortland, OR