NORTHWEST WEALTH ADVISORS, LLC
Legal name: WEST INVEST
CRD #327641 SEC #801-128653 BELLINGHAM, WA 360-738-6019
SEC Registered
Total AUM
$193.6M
Discretionary
$193.6M
Employees
6
Clients
10
Accounts
1,184
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $193.6M | $193.6M | $0 | 6 | 0 |
| Mar 2025 | $193.6M | $193.6M | $0 | 6 | 0 |
| Feb 2025 | $152.3M | $152.3M | $0 | 6 | 0 |
| Aug 2024 | $152.3M | $152.3M | $0 | 5 | 0 |
| Mar 2024 | $152.3M | $152.3M | $0 | 5 | 0 |
| Jan 2024 | $142M | $142M | $0 | 4 | 0 |
| Dec 2023 | $142M | $142M | $0 | 3 | 0 |
| Dec 2023 | $142M | $142M | $0 | 3 | 0 |
| Dec 2023 | $142M | $142M | $0 | 3 | 0 |
| Aug 2023 | $0 | $0 | $0 | 3 | 0 |
| Jul 2023 | $0 | $0 | $0 | 3 | 0 |
DateJul 2025
Total AUM$193.6M
Discretionary$193.6M
Non-Disc.$0
Employees6
Clients0
DateMar 2025
Total AUM$193.6M
Discretionary$193.6M
Non-Disc.$0
Employees6
Clients0
DateFeb 2025
Total AUM$152.3M
Discretionary$152.3M
Non-Disc.$0
Employees6
Clients0
DateAug 2024
Total AUM$152.3M
Discretionary$152.3M
Non-Disc.$0
Employees5
Clients0
DateMar 2024
Total AUM$152.3M
Discretionary$152.3M
Non-Disc.$0
Employees5
Clients0
DateJan 2024
Total AUM$142M
Discretionary$142M
Non-Disc.$0
Employees4
Clients0
DateDec 2023
Total AUM$142M
Discretionary$142M
Non-Disc.$0
Employees3
Clients0
DateDec 2023
Total AUM$142M
Discretionary$142M
Non-Disc.$0
Employees3
Clients0
DateDec 2023
Total AUM$142M
Discretionary$142M
Non-Disc.$0
Employees3
Clients0
DateAug 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateJul 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0