NWAM, LLC
Legal name: NORTHWEST ASSET MANAGEMENT
CRD #147923 SEC #801-69483 MERCER ISLAND, WA 206-838-3680
SEC Registered
Total AUM
$3.6B
Discretionary
$2.7B
Employees
54
Clients
26
Accounts
8,844
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $3.6B | $2.7B | $861.3M | 54 | 17 |
| Jun 2025 | $3.6B | $2.7B | $861.3M | 54 | 17 |
| May 2025 | $3.6B | $2.7B | $861.3M | 54 | 17 |
| Mar 2025 | $3.6B | $2.7B | $861.3M | 54 | 17 |
| Aug 2024 | $3.3B | $2.2B | $1B | 55 | 17 |
| Apr 2024 | $3.3B | $2.2B | $1B | 55 | 17 |
| Apr 2024 | $3.3B | $2.2B | $1B | 55 | 17 |
| Mar 2024 | $3.3B | $2.2B | $1B | 55 | 17 |
| Mar 2023 | $3B | $2.2B | $841.5M | 55 | 17 |
| Jul 2022 | $3.2B | $2.3B | $941.4M | 53 | 44 |
| Mar 2022 | $3.2B | $2.3B | $941.4M | 53 | 44 |
| Dec 2021 | $2.4B | $1.7B | $730.2M | 49 | 110 |
| Aug 2021 | $2.4B | $1.7B | $730.2M | 49 | 110 |
| Aug 2021 | $2.4B | $1.7B | $730.2M | 49 | 110 |
| Jul 2021 | $2.4B | $1.7B | $730.2M | 49 | 110 |
| Mar 2021 | $2.4B | $1.7B | $730.2M | 49 | 110 |
| Jun 2020 | $1.9B | $1.2B | $671M | 40 | 34 |
| Mar 2020 | $1.9B | $1.2B | $671M | 40 | 34 |
| May 2019 | $1.4B | $959.4M | $413.4M | 32 | 4 |
| May 2019 | $1.4B | $959.4M | $413.4M | 32 | 4 |
| Mar 2019 | $1.4B | $959.4M | $413.4M | 32 | 4 |
| Mar 2018 | $1.3B | $888.5M | $443.1M | 30 | 6 |
| Jun 2017 | $1.2B | $986.3M | $178.5M | 29 | 1,800 |
| Apr 2017 | $1.2B | $986.3M | $178.5M | 29 | 1,800 |
| Mar 2017 | $920.4M | $771.2M | $149.2M | 30 | 1,800 |
| Jan 2017 | $742.9M | $575M | $167.9M | 30 | 2,000 |
| Jan 2017 | $742.9M | $575M | $167.9M | 30 | 2,000 |
| Aug 2016 | $742.9M | $689.6M | $53.3M | 30 | 2,000 |
| Jul 2016 | $742.9M | $689.6M | $53.3M | 30 | 2,000 |
| May 2016 | $742.9M | $689.6M | $53.3M | 30 | 2,000 |
| Apr 2016 | $742.9M | $689.6M | $53.3M | 30 | 2,000 |
| Apr 2016 | $742.9M | $689.6M | $53.3M | 30 | 2,000 |
| Mar 2016 | $742.9M | $689.6M | $53.3M | 25 | 2,000 |
| Mar 2016 | $742.9M | $689.6M | $53.3M | 25 | 2,000 |
| Jun 2015 | $694.4M | $683.6M | $10.8M | 22 | 2,100 |
| May 2015 | $694.4M | $683.6M | $10.8M | 22 | 2,100 |
| Mar 2015 | $836.2M | $790.8M | $45.5M | 21 | 2,600 |
| Mar 2015 | $836.2M | $790.8M | $45.5M | 21 | 2,600 |
| Jan 2015 | $1B | $984.2M | $25M | 28 | 2,000 |
| Aug 2014 | $1B | $984.2M | $25M | 28 | 2,000 |
| Jul 2014 | $1B | $984.2M | $25M | 28 | 2,000 |
| Apr 2014 | $1B | $984.2M | $25M | 25 | 2,000 |
| Apr 2014 | $1B | $984.2M | $25M | 25 | 2,000 |
| Apr 2014 | $1B | $984.2M | $25M | 25 | 2,000 |
| Apr 2014 | $1B | $984.2M | $25M | 25 | 2,000 |
| Mar 2014 | $848.9M | $818.8M | $30.1M | 25 | 2,000 |
| Aug 2013 | $1B | $1B | $17.5M | 23 | 700 |
| Jun 2013 | $1B | $1B | $17.5M | 23 | 700 |
| Mar 2013 | $1B | $1B | $17.5M | 23 | 700 |
| Feb 2013 | $1B | $1B | $17.5M | 23 | 700 |
| Feb 2013 | $1B | $1B | $17.5M | 23 | 700 |
| Jan 2013 | $1B | $1B | $17.5M | 23 | 700 |
| Jan 2013 | $1B | $1B | $17.5M | 23 | 700 |
| Jan 2013 | $491M | $385.5M | $105.6M | 23 | 700 |
| Aug 2012 | $491M | $385.5M | $105.6M | 11 | 700 |
| Aug 2012 | $491M | $385.5M | $105.6M | 11 | 700 |
| Jul 2012 | $491M | $385.5M | $105.6M | 11 | 700 |
| Jul 2012 | $491M | $385.5M | $105.6M | 11 | 700 |
| Jul 2012 | $491M | $385.5M | $105.6M | 11 | 700 |
| Jul 2012 | $491M | $385.5M | $105.6M | 11 | 700 |
| Jun 2012 | $491M | $385.5M | $105.6M | 11 | 700 |
| Apr 2012 | $491M | $385.5M | $105.6M | 11 | 700 |
| Apr 2012 | $491M | $385.5M | $105.6M | 11 | 700 |
| Apr 2012 | $491M | $385.5M | $105.6M | 11 | 700 |
| Mar 2012 | $491M | $385.5M | $105.6M | 11 | 700 |
| Mar 2012 | $491M | $385.5M | $105.6M | 11 | 700 |
| Mar 2012 | $491M | $385.5M | $105.6M | 11 | 700 |
| Feb 2012 | $491M | $385.5M | $105.6M | 11 | 700 |
| Feb 2012 | $491M | $385.5M | $105.6M | 11 | 700 |
| Feb 2012 | $491M | $385.5M | $105.6M | 11 | 700 |
| Feb 2012 | $491M | $385.5M | $105.6M | 11 | 700 |
| Feb 2012 | $491M | $385.5M | $105.6M | 11 | 700 |
| Nov 2011 | $510.1M | $423.7M | $86.4M | 11 | 251 |
| Nov 2011 | $510.1M | $423.7M | $86.4M | 11 | 251 |
| Aug 2011 | $510.1M | $423.7M | $86.4M | -- | -- |
| Aug 2011 | $510.1M | $423.7M | $86.4M | -- | -- |
| Jul 2011 | $510.1M | $423.7M | $86.4M | -- | -- |
| Jul 2011 | $510.1M | $423.7M | $86.4M | 10 | -- |
| Jul 2011 | $510.1M | $423.7M | $86.4M | 10 | -- |
| Jun 2011 | $510.1M | $423.7M | $86.4M | 10 | -- |
| Jun 2011 | $510.1M | $423.7M | $86.4M | 10 | -- |
| Apr 2011 | $286.2M | $229.6M | $56.7M | 10 | -- |
| Mar 2011 | $286.2M | $229.6M | $56.7M | 10 | -- |
| Sep 2010 | $174.4M | $129.4M | $45M | 5 | -- |
| Jan 2010 | $156.8M | $117.7M | $39.1M | 5 | -- |
| Jul 2009 | $109M | $109M | $0 | 5 | -- |
| Feb 2009 | $109M | $109M | $0 | 5 | -- |
DateDec 2025
Total AUM$3.6B
Discretionary$2.7B
Non-Disc.$861.3M
Employees54
Clients17
DateJun 2025
Total AUM$3.6B
Discretionary$2.7B
Non-Disc.$861.3M
Employees54
Clients17
DateMay 2025
Total AUM$3.6B
Discretionary$2.7B
Non-Disc.$861.3M
Employees54
Clients17
DateMar 2025
Total AUM$3.6B
Discretionary$2.7B
Non-Disc.$861.3M
Employees54
Clients17
DateAug 2024
Total AUM$3.3B
Discretionary$2.2B
Non-Disc.$1B
Employees55
Clients17
DateApr 2024
Total AUM$3.3B
Discretionary$2.2B
Non-Disc.$1B
Employees55
Clients17
DateApr 2024
Total AUM$3.3B
Discretionary$2.2B
Non-Disc.$1B
Employees55
Clients17
DateMar 2024
Total AUM$3.3B
Discretionary$2.2B
Non-Disc.$1B
Employees55
Clients17
DateMar 2023
Total AUM$3B
Discretionary$2.2B
Non-Disc.$841.5M
Employees55
Clients17
DateJul 2022
Total AUM$3.2B
Discretionary$2.3B
Non-Disc.$941.4M
Employees53
Clients44
DateMar 2022
Total AUM$3.2B
Discretionary$2.3B
Non-Disc.$941.4M
Employees53
Clients44
DateDec 2021
Total AUM$2.4B
Discretionary$1.7B
Non-Disc.$730.2M
Employees49
Clients110
DateAug 2021
Total AUM$2.4B
Discretionary$1.7B
Non-Disc.$730.2M
Employees49
Clients110
DateAug 2021
Total AUM$2.4B
Discretionary$1.7B
Non-Disc.$730.2M
Employees49
Clients110
DateJul 2021
Total AUM$2.4B
Discretionary$1.7B
Non-Disc.$730.2M
Employees49
Clients110
DateMar 2021
Total AUM$2.4B
Discretionary$1.7B
Non-Disc.$730.2M
Employees49
Clients110
DateJun 2020
Total AUM$1.9B
Discretionary$1.2B
Non-Disc.$671M
Employees40
Clients34
DateMar 2020
Total AUM$1.9B
Discretionary$1.2B
Non-Disc.$671M
Employees40
Clients34
DateMay 2019
Total AUM$1.4B
Discretionary$959.4M
Non-Disc.$413.4M
Employees32
Clients4
DateMay 2019
Total AUM$1.4B
Discretionary$959.4M
Non-Disc.$413.4M
Employees32
Clients4
DateMar 2019
Total AUM$1.4B
Discretionary$959.4M
Non-Disc.$413.4M
Employees32
Clients4
DateMar 2018
Total AUM$1.3B
Discretionary$888.5M
Non-Disc.$443.1M
Employees30
Clients6
DateJun 2017
Total AUM$1.2B
Discretionary$986.3M
Non-Disc.$178.5M
Employees29
Clients1,800
DateApr 2017
Total AUM$1.2B
Discretionary$986.3M
Non-Disc.$178.5M
Employees29
Clients1,800
DateMar 2017
Total AUM$920.4M
Discretionary$771.2M
Non-Disc.$149.2M
Employees30
Clients1,800
DateJan 2017
Total AUM$742.9M
Discretionary$575M
Non-Disc.$167.9M
Employees30
Clients2,000
DateJan 2017
Total AUM$742.9M
Discretionary$575M
Non-Disc.$167.9M
Employees30
Clients2,000
DateAug 2016
Total AUM$742.9M
Discretionary$689.6M
Non-Disc.$53.3M
Employees30
Clients2,000
DateJul 2016
Total AUM$742.9M
Discretionary$689.6M
Non-Disc.$53.3M
Employees30
Clients2,000
DateMay 2016
Total AUM$742.9M
Discretionary$689.6M
Non-Disc.$53.3M
Employees30
Clients2,000
DateApr 2016
Total AUM$742.9M
Discretionary$689.6M
Non-Disc.$53.3M
Employees30
Clients2,000
DateApr 2016
Total AUM$742.9M
Discretionary$689.6M
Non-Disc.$53.3M
Employees30
Clients2,000
DateMar 2016
Total AUM$742.9M
Discretionary$689.6M
Non-Disc.$53.3M
Employees25
Clients2,000
DateMar 2016
Total AUM$742.9M
Discretionary$689.6M
Non-Disc.$53.3M
Employees25
Clients2,000
DateJun 2015
Total AUM$694.4M
Discretionary$683.6M
Non-Disc.$10.8M
Employees22
Clients2,100
DateMay 2015
Total AUM$694.4M
Discretionary$683.6M
Non-Disc.$10.8M
Employees22
Clients2,100
DateMar 2015
Total AUM$836.2M
Discretionary$790.8M
Non-Disc.$45.5M
Employees21
Clients2,600
DateMar 2015
Total AUM$836.2M
Discretionary$790.8M
Non-Disc.$45.5M
Employees21
Clients2,600
DateJan 2015
Total AUM$1B
Discretionary$984.2M
Non-Disc.$25M
Employees28
Clients2,000
DateAug 2014
Total AUM$1B
Discretionary$984.2M
Non-Disc.$25M
Employees28
Clients2,000
DateJul 2014
Total AUM$1B
Discretionary$984.2M
Non-Disc.$25M
Employees28
Clients2,000
DateApr 2014
Total AUM$1B
Discretionary$984.2M
Non-Disc.$25M
Employees25
Clients2,000
DateApr 2014
Total AUM$1B
Discretionary$984.2M
Non-Disc.$25M
Employees25
Clients2,000
DateApr 2014
Total AUM$1B
Discretionary$984.2M
Non-Disc.$25M
Employees25
Clients2,000
DateApr 2014
Total AUM$1B
Discretionary$984.2M
Non-Disc.$25M
Employees25
Clients2,000
DateMar 2014
Total AUM$848.9M
Discretionary$818.8M
Non-Disc.$30.1M
Employees25
Clients2,000
DateAug 2013
Total AUM$1B
Discretionary$1B
Non-Disc.$17.5M
Employees23
Clients700
DateJun 2013
Total AUM$1B
Discretionary$1B
Non-Disc.$17.5M
Employees23
Clients700
DateMar 2013
Total AUM$1B
Discretionary$1B
Non-Disc.$17.5M
Employees23
Clients700
DateFeb 2013
Total AUM$1B
Discretionary$1B
Non-Disc.$17.5M
Employees23
Clients700
DateFeb 2013
Total AUM$1B
Discretionary$1B
Non-Disc.$17.5M
Employees23
Clients700
DateJan 2013
Total AUM$1B
Discretionary$1B
Non-Disc.$17.5M
Employees23
Clients700
DateJan 2013
Total AUM$1B
Discretionary$1B
Non-Disc.$17.5M
Employees23
Clients700
DateJan 2013
Total AUM$491M
Discretionary$385.5M
Non-Disc.$105.6M
Employees23
Clients700
DateAug 2012
Total AUM$491M
Discretionary$385.5M
Non-Disc.$105.6M
Employees11
Clients700
DateAug 2012
Total AUM$491M
Discretionary$385.5M
Non-Disc.$105.6M
Employees11
Clients700
DateJul 2012
Total AUM$491M
Discretionary$385.5M
Non-Disc.$105.6M
Employees11
Clients700
DateJul 2012
Total AUM$491M
Discretionary$385.5M
Non-Disc.$105.6M
Employees11
Clients700
DateJul 2012
Total AUM$491M
Discretionary$385.5M
Non-Disc.$105.6M
Employees11
Clients700
DateJul 2012
Total AUM$491M
Discretionary$385.5M
Non-Disc.$105.6M
Employees11
Clients700
DateJun 2012
Total AUM$491M
Discretionary$385.5M
Non-Disc.$105.6M
Employees11
Clients700
DateApr 2012
Total AUM$491M
Discretionary$385.5M
Non-Disc.$105.6M
Employees11
Clients700
DateApr 2012
Total AUM$491M
Discretionary$385.5M
Non-Disc.$105.6M
Employees11
Clients700
DateApr 2012
Total AUM$491M
Discretionary$385.5M
Non-Disc.$105.6M
Employees11
Clients700
DateMar 2012
Total AUM$491M
Discretionary$385.5M
Non-Disc.$105.6M
Employees11
Clients700
DateMar 2012
Total AUM$491M
Discretionary$385.5M
Non-Disc.$105.6M
Employees11
Clients700
DateMar 2012
Total AUM$491M
Discretionary$385.5M
Non-Disc.$105.6M
Employees11
Clients700
DateFeb 2012
Total AUM$491M
Discretionary$385.5M
Non-Disc.$105.6M
Employees11
Clients700
DateFeb 2012
Total AUM$491M
Discretionary$385.5M
Non-Disc.$105.6M
Employees11
Clients700
DateFeb 2012
Total AUM$491M
Discretionary$385.5M
Non-Disc.$105.6M
Employees11
Clients700
DateFeb 2012
Total AUM$491M
Discretionary$385.5M
Non-Disc.$105.6M
Employees11
Clients700
DateFeb 2012
Total AUM$491M
Discretionary$385.5M
Non-Disc.$105.6M
Employees11
Clients700
DateNov 2011
Total AUM$510.1M
Discretionary$423.7M
Non-Disc.$86.4M
Employees11
Clients251
DateNov 2011
Total AUM$510.1M
Discretionary$423.7M
Non-Disc.$86.4M
Employees11
Clients251
DateAug 2011
Total AUM$510.1M
Discretionary$423.7M
Non-Disc.$86.4M
Employees--
Clients--
DateAug 2011
Total AUM$510.1M
Discretionary$423.7M
Non-Disc.$86.4M
Employees--
Clients--
DateJul 2011
Total AUM$510.1M
Discretionary$423.7M
Non-Disc.$86.4M
Employees--
Clients--
DateJul 2011
Total AUM$510.1M
Discretionary$423.7M
Non-Disc.$86.4M
Employees10
Clients--
DateJul 2011
Total AUM$510.1M
Discretionary$423.7M
Non-Disc.$86.4M
Employees10
Clients--
DateJun 2011
Total AUM$510.1M
Discretionary$423.7M
Non-Disc.$86.4M
Employees10
Clients--
DateJun 2011
Total AUM$510.1M
Discretionary$423.7M
Non-Disc.$86.4M
Employees10
Clients--
DateApr 2011
Total AUM$286.2M
Discretionary$229.6M
Non-Disc.$56.7M
Employees10
Clients--
DateMar 2011
Total AUM$286.2M
Discretionary$229.6M
Non-Disc.$56.7M
Employees10
Clients--
DateSep 2010
Total AUM$174.4M
Discretionary$129.4M
Non-Disc.$45M
Employees5
Clients--
DateJan 2010
Total AUM$156.8M
Discretionary$117.7M
Non-Disc.$39.1M
Employees5
Clients--
DateJul 2009
Total AUM$109M
Discretionary$109M
Non-Disc.$0
Employees5
Clients--
DateFeb 2009
Total AUM$109M
Discretionary$109M
Non-Disc.$0
Employees5
Clients--