NORTHLINE WEALTH MANAGEMENT LLC
CRD #150422 SEC #801-107657 BEND, OR 888-407-5463
SEC Registered
Total AUM
$210.5M
Discretionary
$186.1M
Employees
6
Clients
0
Accounts
642
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Oregon
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 27, 2023
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| HOFFMEISTER, KATHERINE, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| HOFFMEISTER, KATHERINE, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| HOFFMEISTER, KATHERINE, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| HOFFMEISTER, KATHERINE, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| HOFFMEISTER, KATHERINE, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| HOFFMEISTER, KATHERINE, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| HOFFMEISTER, KATHERINE, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| HOFFMEISTER, KATHERINE, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| HOFFMEISTER, KATHERINE, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| HOFFMEISTER, KATHERINE, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| HOFFMEISTER, KATHERINE, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| HOFFMEISTER, KATHERINE, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| HOFFMEISTER, KATHERINE, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| HOFFMEISTER, KATHERINE, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| HOFFMEISTER, KATHERINE, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| HOFFMEISTER, KATHERINE, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| HOFFMEISTER, KATHERINE, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| HOFFMEISTER, KATHERINE, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| HOFFMEISTER, KATHERINE, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| HOFFMEISTER, KATHERINE, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| HOFFMEISTER, KATHERINE, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| HOFFMEISTER, KATHERINE, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| KINGERY, JOHN, BRADFORD | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | D | Control |
| KINGERY, JOHN, BRADFORD | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | D | Control |
| KINGERY, JOHN, BRADFORD | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | D | Control |
| KINGERY, JOHN, BRADFORD | I | MANAGING MEMBER | D | Control |
| KINGERY, JOHN, BRADFORD | I | MANAGING MEMBER | D | Control |
| KINGERY, JOHN, BRADFORD | I | MANAGING MEMBER | D | Control |
| KINGERY, JOHN, BRADFORD | I | MANAGING MEMBER | D | Control |
| KINGERY, JOHN, BRADFORD | I | MANAGING MEMBER | D | Control |
| KINGERY, JOHN, BRADFORD | I | MANAGING MEMBER | D | Control |
| KINGERY, JOHN, BRADFORD | I | MANAGING MEMBER | D | Control |
| KINGERY, JOHN, BRADFORD | I | MANAGING MEMBER | D | Control |
| KINGERY, JOHN, BRADFORD | I | MANAGING MEMBER | D | Control |
| STUERMER, JEFFREY, EDWARD | I | MANAGING MEMBER | D | Control |
| STUERMER, JEFFREY, EDWARD | I | MANAGING MEMBER | D | Control |
| STUERMER, JEFFREY, EDWARD | I | MANAGING MEMBER | D | Control |
| STUERMER, JEFFREY, EDWARD | I | MANAGING MEMBER | D | Control |
| STUERMER, JEFFREY, EDWARD | I | MANAGING MEMBER | D | Control |
| STUERMER, JEFFREY, EDWARD | I | MANAGING MEMBER | D | Control |
| STUERMER, JEFFREY, EDWARD | I | MANAGING MEMBER | D | Control |
| STUERMER, JEFFREY, EDWARD | I | MANAGING MEMBER | D | Control |
| STUERMER, JEFFREY, EDWARD | I | MANAGING MEMBER | D | Control |
| STUERMER, JEFFREY, EDWARD | I | MANAGING MEMBER | D | Control |
| STUERMER, JEFFREY, EDWARD | I | MANAGING MEMBER | D | Control |
| STUERMER, JEFFREY, EDWARD | I | MANAGING MEMBER | D | Control |
| STUERMER, JEFFREY, EDWARD | I | MANAGING MEMBER | D | Control |
| STUERMER, JEFFREY, EDWARD | I | MANAGING MEMBER | D | Control |
| STUERMER, JEFFREY, EDWARD | I | MANAGING MEMBER | D | Control |
| STUERMER, JEFFREY, EDWARD | I | MANAGING MEMBER | D | Control |
| STUERMER, JEFFREY, EDWARD | I | MANAGING MEMBER | D | Control |
| STUERMER, JEFFREY, EDWARD | I | MANAGING MEMBER | D | Control |
| STUERMER, JEFFREY, EDWARD | I | MANAGING MEMBER | D | Control |
| STUERMER, JEFFREY, EDWARD | I | MANAGING MEMBER | D | Control |
| STUERMER, JEFFREY, EDWARD | I | MANAGING MEMBER | D | Control |
| STUERMER, JEFFREY, EDWARD | I | MANAGING MEMBER | D | Control |
| STUERMER, JEFFREY, EDWARD | I | MANAGING MEMBER | D | Control |
| STUERMER, JEFFREY, EDWARD | I | MANAGING MEMBER | D | Control |
| STUERMER, JEFFREY, EDWARD | I | MANAGING MEMBER | D | Control |
| RAE, JUSTIN, WAYNE | I | MANAGING MEMBER | C | Control |
| RAE, JUSTIN, WAYNE | I | MANAGING MEMBER | C | Control |
| RAE, JUSTIN, WAYNE | I | MANAGING MEMBER | C | Control |
| RAE, JUSTIN, WAYNE | I | MANAGING MEMBER | C | Control |
| RAE, JUSTIN, WAYNE | I | MANAGING MEMBER | C | Control |
| RAE, JUSTIN, WAYNE | I | MANAGING MEMBER | C | Control |
| RAE, JUSTIN, WAYNE | I | MANAGING MEMBER | C | Control |
| RAE, JUSTIN, WAYNE | I | MANAGING MEMBER | C | Control |
| RAE, JUSTIN, WAYNE | I | MANAGING MEMBER | C | Control |
| RAE, JUSTIN, WAYNE | I | MANAGING MEMBER | C | Control |
| RAE, JUSTIN, WAYNE | I | MANAGING MEMBER | C | Control |
| RAE, JUSTIN, WAYNE | I | MANAGING MEMBER | C | Control |
| RAE, JUSTIN, WAYNE | I | MANAGING MEMBER | C | Control |
Registrations
Federal
IA
Mar 27, 2023 REGISTERED
Notice Filings (7)
CA CO NM NY OR TX WA
Address
15 SW COLORADO AVENUESUITE 4
BEND, OR 97702-1229
United States
Phone: 888-407-5463