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Wealth Management Northwest, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$10,300,000
Total clients
27
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
27
Average account size
$381,481
About
Wealth Management Northwest, Inc. is a solo, state‑registered independent investment adviser that serves individual clients (including some high‑net‑worth individuals) as well as trusts, estates, charitable organizations and business entities. The firm provides investment planning and portfolio management alongside comprehensive financial planning and project‑based consulting.
The firm’s investment work uses a multi‑dimensional allocation model across equities, fixed income and alternative asset classes, with four standard risk models (Conservative, Moderate, Balanced, Growth) and a custom option; portfolios are implemented through an independent custodian using mutual funds, ETFs and individual securities. It also offers access to third‑party institutional model portfolios and online performance reporting, and manages client accounts on an individualized, non‑discretionary basis.
Compared with many independent advisers, the firm emphasizes non‑discretionary management—disclosing roughly $10.3 million of advisory assets under non‑discretionary authority—which means clients retain direction over transactions rather than delegating trading authority. Its planning process is structured into three phases (assessment, life‑goal‑driven planning, and financial problem solving) and includes a review checklist of over 200 potential issues, reflecting a focus on life goals and detailed financial problem identification as part of advice delivery.
Client services
Financial planning
Portfolio management
Consulting
Expertise
General retirement planning
Income planning
General tax planning
College savings (529s, UTMA, etc.)
Fee options
Flat fees for financial planning and consulting services, negotiated based on scope; consulting fees paid in full in advance.
Up to 1% (maximum fee)
Account minimum: $50,000 Fee-only: Flat fee for financial planning services initially based on $125 per hour times estimated hours; ongoing annual financial planning fee equal to half of the first annual fee, charged semi-annually.
Most active in
Wealth Management Northwest, Inc. has reported serving >5 clients in these states in the last 12 months.
Oregon · Washington
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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