Wealth Manager
    SEC Registered
    Manages Private Funds

    Northwest Asset Management

    Registered investment advisor · Mercer Island, Washington · CRD #147923

    Assets Under Management
    $4.1B
    Client Accounts
    9,090
    Employees
    62
    CRD Number
    147923
    Registration
    SEC Registered
    Custodian
    National Financial Services Llc, Charles Schwab & Co., Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Northwest Asset Management

    High service wealth management practice offering financial planning and investment management to business owners, families, and retirees. The practice has a significant focus on helping multi-generational family businesses with succession, estate, charitable, and tax planning all while seeking to promote communication and family harmony.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Northwest Asset Management

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Northwest Asset Management's AUM?

    Northwest Asset Management reports approximately $4.1B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Northwest Asset Management headquartered?

    Northwest Asset Management is headquartered in Mercer Island, Washington.

    What is Northwest Asset Management's CRD number?

    Northwest Asset Management's CRD number is 147923. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Northwest Asset Management manage?

    Northwest Asset Management manages approximately 9,090 client accounts according to its latest SEC filing.

    Is Northwest Asset Management SEC registered?

    Yes, Northwest Asset Management is registered with the SEC as an investment adviser with an approved registration status.

    Similar advisors in Washington

    Parametric Portfolio Associates
    Seattle, WA · $684.8B AUM
    Russell Investments
    Seattle, WA · $81.1B AUM
    Russell Investments
    Seattle, WA · $68.6B AUM
    Russell Investments
    Seattle, WA · $35B AUM
    Invesco Managed Accounts, LLC
    Seattle, WA · $31.3B AUM
    Bentallgreenoak (U.S.) Limited Partnership
    Seattle, WA · $24.1B AUM
    See all top RIA firms in Washington →

    Research firms like Northwest Asset Management at scale

    Search 43,000+ investment firms and 640,000+ contacts by AUM, custodian, state, and strategy.

    Start Free Trial