WEALTH ADVISORS NORTHWEST LLC
Legal name: WEALTH ADVISORS NW
CRD #284468 SEC #801-121116 PORTLAND, OR 971-249-9930
SEC Registered
Total AUM
$300.2M
Discretionary
$295.3M
Employees
8
Clients
251
Accounts
1,139
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $300.2M | $295.3M | $4.9M | 8 | 0 |
| Aug 2025 | $300.2M | $295.3M | $4.9M | 8 | 0 |
| Jul 2025 | $300.2M | $295.3M | $4.9M | 8 | 0 |
| Jul 2025 | $300.2M | $295.3M | $4.9M | 8 | 0 |
| Jun 2025 | $300.2M | $295.3M | $4.9M | 9 | 0 |
| Apr 2025 | $300.2M | $295.3M | $4.9M | 9 | 0 |
| Mar 2025 | $300.2M | $295.3M | $4.9M | 9 | 0 |
| Jan 2025 | $264.1M | $253.3M | $10.8M | 9 | 0 |
| Jan 2025 | $264.1M | $253.3M | $10.8M | 9 | 0 |
| Dec 2024 | $264.1M | $253.3M | $10.8M | 9 | 0 |
| Nov 2024 | $264.1M | $253.3M | $10.8M | 9 | 0 |
| Aug 2024 | $264.1M | $253.3M | $10.8M | 9 | 0 |
| Jul 2024 | $264.1M | $253.3M | $10.8M | 9 | 0 |
| Mar 2024 | $264.1M | $253.3M | $10.8M | 8 | 0 |
| Oct 2023 | $204.7M | $197.1M | $7.6M | 8 | 0 |
| Sep 2023 | $204.7M | $197.1M | $7.6M | 8 | 0 |
| Aug 2023 | $204.7M | $197.1M | $7.6M | 8 | 0 |
| Jul 2023 | $204.7M | $197.1M | $7.6M | 8 | 0 |
| Apr 2023 | $204.7M | $197.1M | $7.6M | 7 | 0 |
| Mar 2023 | $204.7M | $197.1M | $7.6M | 7 | 0 |
| Sep 2022 | $171.3M | $167.9M | $3.4M | 7 | 2 |
| Mar 2022 | $171.3M | $167.9M | $3.4M | 6 | 2 |
| Jun 2021 | $130.7M | $125.8M | $4.9M | 6 | 0 |
| Apr 2021 | $130.7M | $125.8M | $4.9M | 6 | 0 |
DateOct 2025
Total AUM$300.2M
Discretionary$295.3M
Non-Disc.$4.9M
Employees8
Clients0
DateAug 2025
Total AUM$300.2M
Discretionary$295.3M
Non-Disc.$4.9M
Employees8
Clients0
DateJul 2025
Total AUM$300.2M
Discretionary$295.3M
Non-Disc.$4.9M
Employees8
Clients0
DateJul 2025
Total AUM$300.2M
Discretionary$295.3M
Non-Disc.$4.9M
Employees8
Clients0
DateJun 2025
Total AUM$300.2M
Discretionary$295.3M
Non-Disc.$4.9M
Employees9
Clients0
DateApr 2025
Total AUM$300.2M
Discretionary$295.3M
Non-Disc.$4.9M
Employees9
Clients0
DateMar 2025
Total AUM$300.2M
Discretionary$295.3M
Non-Disc.$4.9M
Employees9
Clients0
DateJan 2025
Total AUM$264.1M
Discretionary$253.3M
Non-Disc.$10.8M
Employees9
Clients0
DateJan 2025
Total AUM$264.1M
Discretionary$253.3M
Non-Disc.$10.8M
Employees9
Clients0
DateDec 2024
Total AUM$264.1M
Discretionary$253.3M
Non-Disc.$10.8M
Employees9
Clients0
DateNov 2024
Total AUM$264.1M
Discretionary$253.3M
Non-Disc.$10.8M
Employees9
Clients0
DateAug 2024
Total AUM$264.1M
Discretionary$253.3M
Non-Disc.$10.8M
Employees9
Clients0
DateJul 2024
Total AUM$264.1M
Discretionary$253.3M
Non-Disc.$10.8M
Employees9
Clients0
DateMar 2024
Total AUM$264.1M
Discretionary$253.3M
Non-Disc.$10.8M
Employees8
Clients0
DateOct 2023
Total AUM$204.7M
Discretionary$197.1M
Non-Disc.$7.6M
Employees8
Clients0
DateSep 2023
Total AUM$204.7M
Discretionary$197.1M
Non-Disc.$7.6M
Employees8
Clients0
DateAug 2023
Total AUM$204.7M
Discretionary$197.1M
Non-Disc.$7.6M
Employees8
Clients0
DateJul 2023
Total AUM$204.7M
Discretionary$197.1M
Non-Disc.$7.6M
Employees8
Clients0
DateApr 2023
Total AUM$204.7M
Discretionary$197.1M
Non-Disc.$7.6M
Employees7
Clients0
DateMar 2023
Total AUM$204.7M
Discretionary$197.1M
Non-Disc.$7.6M
Employees7
Clients0
DateSep 2022
Total AUM$171.3M
Discretionary$167.9M
Non-Disc.$3.4M
Employees7
Clients2
DateMar 2022
Total AUM$171.3M
Discretionary$167.9M
Non-Disc.$3.4M
Employees6
Clients2
DateJun 2021
Total AUM$130.7M
Discretionary$125.8M
Non-Disc.$4.9M
Employees6
Clients0
DateApr 2021
Total AUM$130.7M
Discretionary$125.8M
Non-Disc.$4.9M
Employees6
Clients0