Wealth Advisors Nw
Wealth Advisors Nw is an SEC-registered wealth manager in Portland, OR with $354.3M assets under management (AUM, regulatory AUM), +18% over one year. See who owns Wealth Advisors Nw: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 284468, SEC 801-121116, data through 2026-03-05.
- AUM (assets under management / regulatory AUM)
- $354.3M (2026-03-05)
- Firm type
- Wealth Manager
- Location
- Portland, OR
- Employees
- 8
- Clients
- 304
- CRD
- 284468
- Ownership
- FTS ADVISORY GROUP INC.; TFA SOLUTIONS INC.; TTTJ GROUP LLC; JOHNSON, TYLER, JAMES; DOUGALL, GEOFFREY
How much AUM does Wealth Advisors Nw have?
Wealth Advisors Nw reported $354.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-05).
Who owns Wealth Advisors Nw?
Disclosed owners and executives of Wealth Advisors Nw include FTS ADVISORY GROUP INC., TFA SOLUTIONS INC., TTTJ GROUP LLC, JOHNSON, TYLER, JAMES, DOUGALL, GEOFFREY. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.