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NORTHWEST WEALTH ADVISORS, LLC

UUID8841f0ca-06f8-5810-ad6d-600b6984a0fe
TypeASSET_MANAGER
Status
Created2025-10-23 02:23:55
Updated2025-10-23 02:23:55

Available Loaders

Identifiers

AuthorityIdentifierDisplayAs OfConfidence
adv_crd 327641 327641 1.0
sec_file_number 801-128653 801-128653

Profile

Websitehttps://www.linkedin.com/company/west-invest-llc/?viewAsMember=true
HQ CityBELLINGHAM
HQ StateWA
HQ CountryUnited States
AUM (USD)
AUM As OfNone
Aliases:
  • WEST INVEST adv_xlsx

ADV Metrics

Assets & Accounts

  • RAUM (total)193,599,500.0
  • RAUM (discretionary)193,599,500.0
  • Actionable assets104,549,448.0
  • Accounts1,184.0

Institutional Clients

  • Government AUM0.0
  • Pension AUM1,154,828.0
  • Charitable AUM0.0
  • HNW AUM102,708,578.0

As of 2025-07-09 00:00:00 • Source ia09022025.xlsx

People

NameTitleRoleEmailEvidence
No people recorded.

Outbound Affiliations

RelationOrganizationLast UpdatedEvidence
No outbound affiliations.

Inbound Affiliations

RelationOrganizationLast UpdatedEvidence
No inbound affiliations.

Evidence

No evidence recorded for this organization yet.