# Wealth Advisors NW

> Wealth Advisors NW is an SEC-registered investment advisory firm in Portland, OR, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 5, 2026.

- CRD: 284468
- Filed as: WEALTH ADVISORS NW
- Legal name: Wealth Advisors Northwest LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Portland, OR
- Filing period: October 2026
- Form ADV filing dated: March 5, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/284468
- AdvisorCensus page: https://advisorcensus.com/firm/wealth-advisors-nw-portland-or-284468

## Quick answers

**How is Wealth Advisors NW compensated?**
On its Form ADV (Item 5.E, October 2026), Wealth Advisors NW reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**How much does Wealth Advisors NW charge?**
Its Form ADV Part 2A brochure dated March 5, 2026 states: Flat fee: $6,000 a year (financial planning services); Flat fee: $1,000 (Will-Based Estate Plan); Flat fee: $2,000 (Trust-Based Estate Plan). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Wealth Advisors NW located?**
Wealth Advisors NW's principal office is in Portland, OR, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Wealth Advisors NW registered with the SEC or a state?**
Wealth Advisors NW is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 284468.

**How much does Wealth Advisors NW manage?**
Wealth Advisors NW reports $354,254,482 in regulatory assets under management in its Form ADV filing dated March 5, 2026 (99% discretionary).

**How have Wealth Advisors NW's assets and staff changed since 2021?**
In the Form ADV data for Wealth Advisors NW: Regulatory assets under management: $130,746,684 in the October 2021 data and $354,254,482 in the October 2026 data, up 171%. Total employees: 6 in October 2021 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Wealth Advisors NW serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (194); high net worth individuals (105); corporations or other businesses not listed above (3).

**Which custodians does Wealth Advisors NW use?**
Wealth Advisors NW's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Wealth Advisors NW report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/284468

**Does Wealth Advisors NW state an account minimum?**
Its Form ADV Part 2A brochure dated March 5, 2026 says: "Our firm does not have a minimum account size."

**What changed in Wealth Advisors NW's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $300,196,123 to $354,254,482 (+18%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 5, 2026)

- Account minimum: None

> Our firm does not have a minimum account size.

- Flat fee: $6,000 a year (financial planning services)

> Beginning on the Effective Date, compensation to the Adviser for Clients with portfolios with less than six hundred thousand ($600,000) of regulatory assets under management, the account minimum, will be charged an annual flat fee of $6,000.00.

- Flat fee: $1,000 (Will-Based Estate Plan)

> FA and CLIENT agree to a flat fee of $_ for the following services: ☐Will-Based Estate Plan $1,000 ☐Trust-Based Estate Plan $2,000

- Flat fee: $2,000 (Trust-Based Estate Plan)

> FA and CLIENT agree to a flat fee of $_ for the following services: ☐Will-Based Estate Plan $1,000 ☐Trust-Based Estate Plan $2,000

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $354,254,482
- Discretionary: $352,068,723
- Non-discretionary: $2,185,759

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 194 | $82,612,350 |
| High net worth individuals | 105 | $265,391,866 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 2 | $2,672,764 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 3 | $3,577,502 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
- Other

### Firm details
- Registered since: 2021 (5 years)
- Employees: 8 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, OR, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Clackamas, OR

### Websites listed on Form ADV (Item 1.I)
- wealthnw.com
- Facebook @WealthAdvisorsNW
- LinkedIn @WEALTH-ADVISORS-NW
- X @WealthAdvisorNW

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $130,746,684 | 6 | June 3, 2021 |
| October 2022 | $171,290,252 | 7 | September 26, 2022 |
| October 2023 | $204,705,009 | 8 | September 29, 2023 |
| October 2024 | $264,102,422 | 9 | August 19, 2024 |
| October 2025 | $300,196,123 | 8 | July 17, 2025 |
| October 2026 | $354,254,482 | 8 | March 5, 2026 |

Regulatory assets under management: $130,746,684 in the October 2021 data and $354,254,482 in the October 2026 data, up 171%.
Total employees: 6 in October 2021 and 8 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $300,196,123 to $354,254,482 (+18%).

### November 2025
- Added an office in Clackamas, OR.
- No longer lists an office in Portland, OR.
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wealth Advisors NW (CRD 284468): Form ADV filing data as of October 2026.