Northwest Quadrant Wealth Management
Northwest Quadrant Wealth Management is an SEC-registered mass-market adviser in Bend, OR with $579.7M assets under management (AUM, regulatory AUM), +9% over one year. See who owns Northwest Quadrant Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 158455, SEC 801-72636, data through 2026-03-17.
- AUM (assets under management / regulatory AUM)
- $579.7M (2026-03-17)
- Firm type
- Mass-Market Adviser
- Location
- Bend, OR
- Employees
- 3
- Clients
- 1,014
- CRD
- 158455
- Ownership
- SIMONES, TYLER, COUGHLIN; REINHART, ARNOLD, TROY; FENILI, ROBERT, JOSH
How much AUM does Northwest Quadrant Wealth Management have?
Northwest Quadrant Wealth Management reported $579.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-17).
Who owns Northwest Quadrant Wealth Management?
Disclosed owners and executives of Northwest Quadrant Wealth Management include SIMONES, TYLER, COUGHLIN, REINHART, ARNOLD, TROY, FENILI, ROBERT, JOSH. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.