NORTHWEST QUADRANT, LLC
Legal name: NORTHWEST QUADRANT WEALTH MANAGEMENT
CRD #158455 SEC #801-72636 BEND, OR 541-388-9888
SEC Registered
Total AUM
$534M
Discretionary
$529.3M
Employees
6
Clients
0
Accounts
1,741
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $534M | $529.3M | $4.6M | 6 | 0 |
| Apr 2025 | $534M | $529.3M | $4.6M | 6 | 0 |
| Apr 2025 | $534M | $529.3M | $4.6M | 6 | 0 |
| Mar 2025 | $534M | $529.3M | $4.6M | 6 | 0 |
| Mar 2025 | $534M | $529.3M | $4.6M | 6 | 0 |
| Oct 2024 | $453.9M | $441.9M | $12.1M | 6 | 0 |
| Jul 2024 | $453.9M | $441.9M | $12.1M | 6 | 0 |
| Mar 2024 | $453.9M | $441.9M | $12.1M | 6 | 0 |
| Apr 2023 | $392M | $380.4M | $11.5M | 6 | 0 |
| Mar 2023 | $392M | $380.4M | $11.5M | 6 | 0 |
| Jun 2022 | $441.1M | $427.4M | $13.7M | 5 | 0 |
| Mar 2022 | $441.1M | $427.4M | $13.7M | 5 | 0 |
| Mar 2021 | $364.4M | $352.5M | $11.9M | 8 | 0 |
| Oct 2020 | $304.6M | $301.8M | $2.7M | 8 | 0 |
| May 2020 | $304.6M | $301.8M | $2.7M | 8 | 0 |
| Mar 2020 | $304.6M | $301.8M | $2.7M | 8 | 0 |
| Nov 2019 | $248.8M | $246.9M | $1.9M | 7 | 0 |
| Jul 2019 | $248.8M | $246.9M | $1.9M | 7 | 0 |
| Jul 2019 | $248.8M | $246.9M | $1.9M | 7 | 0 |
| Mar 2019 | $248.8M | $246.9M | $1.9M | 7 | 0 |
| Sep 2018 | $263.4M | $248M | $15.4M | 7 | 0 |
| Feb 2018 | $263.4M | $248M | $15.4M | 7 | 0 |
| Nov 2017 | $238.8M | $236.8M | $2M | 9 | 0 |
| Sep 2017 | $206M | $194M | $12M | 9 | 750 |
| Feb 2017 | $206M | $194M | $12M | 9 | 750 |
| Feb 2016 | $148M | $140M | $8M | 10 | 750 |
| Oct 2015 | $166M | $163M | $3M | 8 | 621 |
| Sep 2015 | $166M | $163M | $3M | 8 | 621 |
| Aug 2015 | $166M | $163M | $3M | 8 | 621 |
| Feb 2015 | $166M | $163M | $3M | 8 | 621 |
| Apr 2014 | $147M | $142M | $5M | 9 | 550 |
| Feb 2014 | $147M | $142M | $5M | 9 | 550 |
| Dec 2013 | $123.4M | $120.4M | $3M | 7 | 600 |
| Aug 2013 | $123.4M | $120.4M | $3M | 7 | 600 |
| Apr 2013 | $123.4M | $120.4M | $3M | 7 | 600 |
| Jan 2013 | $123.4M | $120.4M | $3M | 8 | 600 |
| Feb 2012 | $130M | $120M | $10M | 1 | 500 |
| Nov 2011 | $96.5M | $86M | $10.5M | 1 | 0 |
| Aug 2011 | $0 | $0 | $0 | 5 | -- |
| Aug 2011 | $0 | $0 | $0 | 5 | -- |
| Jul 2011 | $0 | $0 | $0 | 5 | -- |
DateMay 2025
Total AUM$534M
Discretionary$529.3M
Non-Disc.$4.6M
Employees6
Clients0
DateApr 2025
Total AUM$534M
Discretionary$529.3M
Non-Disc.$4.6M
Employees6
Clients0
DateApr 2025
Total AUM$534M
Discretionary$529.3M
Non-Disc.$4.6M
Employees6
Clients0
DateMar 2025
Total AUM$534M
Discretionary$529.3M
Non-Disc.$4.6M
Employees6
Clients0
DateMar 2025
Total AUM$534M
Discretionary$529.3M
Non-Disc.$4.6M
Employees6
Clients0
DateOct 2024
Total AUM$453.9M
Discretionary$441.9M
Non-Disc.$12.1M
Employees6
Clients0
DateJul 2024
Total AUM$453.9M
Discretionary$441.9M
Non-Disc.$12.1M
Employees6
Clients0
DateMar 2024
Total AUM$453.9M
Discretionary$441.9M
Non-Disc.$12.1M
Employees6
Clients0
DateApr 2023
Total AUM$392M
Discretionary$380.4M
Non-Disc.$11.5M
Employees6
Clients0
DateMar 2023
Total AUM$392M
Discretionary$380.4M
Non-Disc.$11.5M
Employees6
Clients0
DateJun 2022
Total AUM$441.1M
Discretionary$427.4M
Non-Disc.$13.7M
Employees5
Clients0
DateMar 2022
Total AUM$441.1M
Discretionary$427.4M
Non-Disc.$13.7M
Employees5
Clients0
DateMar 2021
Total AUM$364.4M
Discretionary$352.5M
Non-Disc.$11.9M
Employees8
Clients0
DateOct 2020
Total AUM$304.6M
Discretionary$301.8M
Non-Disc.$2.7M
Employees8
Clients0
DateMay 2020
Total AUM$304.6M
Discretionary$301.8M
Non-Disc.$2.7M
Employees8
Clients0
DateMar 2020
Total AUM$304.6M
Discretionary$301.8M
Non-Disc.$2.7M
Employees8
Clients0
DateNov 2019
Total AUM$248.8M
Discretionary$246.9M
Non-Disc.$1.9M
Employees7
Clients0
DateJul 2019
Total AUM$248.8M
Discretionary$246.9M
Non-Disc.$1.9M
Employees7
Clients0
DateJul 2019
Total AUM$248.8M
Discretionary$246.9M
Non-Disc.$1.9M
Employees7
Clients0
DateMar 2019
Total AUM$248.8M
Discretionary$246.9M
Non-Disc.$1.9M
Employees7
Clients0
DateSep 2018
Total AUM$263.4M
Discretionary$248M
Non-Disc.$15.4M
Employees7
Clients0
DateFeb 2018
Total AUM$263.4M
Discretionary$248M
Non-Disc.$15.4M
Employees7
Clients0
DateNov 2017
Total AUM$238.8M
Discretionary$236.8M
Non-Disc.$2M
Employees9
Clients0
DateSep 2017
Total AUM$206M
Discretionary$194M
Non-Disc.$12M
Employees9
Clients750
DateFeb 2017
Total AUM$206M
Discretionary$194M
Non-Disc.$12M
Employees9
Clients750
DateFeb 2016
Total AUM$148M
Discretionary$140M
Non-Disc.$8M
Employees10
Clients750
DateOct 2015
Total AUM$166M
Discretionary$163M
Non-Disc.$3M
Employees8
Clients621
DateSep 2015
Total AUM$166M
Discretionary$163M
Non-Disc.$3M
Employees8
Clients621
DateAug 2015
Total AUM$166M
Discretionary$163M
Non-Disc.$3M
Employees8
Clients621
DateFeb 2015
Total AUM$166M
Discretionary$163M
Non-Disc.$3M
Employees8
Clients621
DateApr 2014
Total AUM$147M
Discretionary$142M
Non-Disc.$5M
Employees9
Clients550
DateFeb 2014
Total AUM$147M
Discretionary$142M
Non-Disc.$5M
Employees9
Clients550
DateDec 2013
Total AUM$123.4M
Discretionary$120.4M
Non-Disc.$3M
Employees7
Clients600
DateAug 2013
Total AUM$123.4M
Discretionary$120.4M
Non-Disc.$3M
Employees7
Clients600
DateApr 2013
Total AUM$123.4M
Discretionary$120.4M
Non-Disc.$3M
Employees7
Clients600
DateJan 2013
Total AUM$123.4M
Discretionary$120.4M
Non-Disc.$3M
Employees8
Clients600
DateFeb 2012
Total AUM$130M
Discretionary$120M
Non-Disc.$10M
Employees1
Clients500
DateNov 2011
Total AUM$96.5M
Discretionary$86M
Non-Disc.$10.5M
Employees1
Clients0
DateAug 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateAug 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateJul 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--