Northwest Asset Management

Northwest Asset Management (CRD# 147923) is a financial advisory firm headquartered in Mercer Island, WA. They manage $742,936,119 in 4,238 accounts and serve the financial needs of clients across 23 states (or territories).

By the Numbers
  • Total Assets Under Management
    743
    MILLION
  • Total Number of Accounts
    4,238
    ACCOUNTS
  • Average Account Value
    $175,303
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AZ, CA, CO, FL, GA, HI, IA, ID, IL, MA, MN, MT, NV, NY, OH, OR, TX, UT, VA, WA, WI

Financial Advisors at Northwest Asset Management
Showing 1 - 10 of 24 top financial advisors.
1
Matthew D. Stelmas
CRD#: 3013297
7090 Atascadero ave, Atascadero, CA 93422
101
Wealthminder
score

Matthew Stelmas (CRD# 3013297) is an Investment Advisor Representative working at Clearwater Wealth Management, LLC in Atascadero, CA and has over 19 years of experience in the finance industry. Matthew Stelmas has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards. 

2
Loren I. Deshon
CRD#: 730531
Sammamish, WA
96
Wealthminder
score

Loren Deshon (CRD# 730531) is an Investment Advisor Representative working at Northwest Asset Management in Sammamish, WA and has over 36 years of experience in the finance industry. Loren Deshon has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Gregory A. Headrick
CRD#: 2270615
7900 Se 28th St, Ste 412, Mercer Island, WA 98040
96
Wealthminder
score

Gregory Headrick (CRD# 2270615) is an Investment Advisor Representative working at Northwest Asset Management in Mercer Island, WA and has over 25 years of experience in the finance industry. Gregory Headrick has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Wendy A. Britton
CRD#: 4281519
Bellevue, WA
93
Wealthminder
score

Wendy Britton (CRD# 4281519) is an Investment Advisor Representative working at Northwest Asset Management in Bellevue, WA and has over 16 years of experience in the finance industry. Wendy Britton has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Rita R. Fernandezaguilar
CRD#: 1267521
7900 Se 28th St, Ste 412, Mercer Island, WA 98040
93
Wealthminder
score

Rita Fernandezaguilar (CRD# 1267521) is an Investment Advisor Representative working at Northwest Asset Management in Mercer Island, WA and has over 29 years of experience in the finance industry.

6
Alison M. Fong
CRD#: 4000684
7900 Se 28th St, Ste 412, Mercer Island, WA 98040
93
Wealthminder
score

Alison Fong (CRD# 4000684) is an Investment Advisor Representative working at Northwest Asset Management in Mercer Island, WA and has over 17 years of experience in the finance industry.

7
Steven J. Hering
CRD#: 1593594
Seattle, WA
93
Wealthminder
score

Steven Hering (CRD# 1593594) is an Investment Advisor Representative working at Northwest Asset Management in Seattle, WA and has over 30 years of experience in the finance industry.

8
Nelly O. Mubashi
CRD#: 4708949
7900 Se 28th St, Ste 412, Mercer Island, WA 98040
93
Wealthminder
score

Nelly Mubashi (CRD# 4708949) is an Investment Advisor Representative working at Northwest Asset Management in Mercer Island, WA and has over 13 years of experience in the finance industry.

9
Arthur G. Nunes
CRD#: 1192562
7900 Se 28th St, Ste 412, Mercer Island, WA 98040
93
Wealthminder
score

Arthur Nunes (CRD# 1192562) is an Investment Advisor Representative working at Northwest Asset Management in Mercer Island, WA and has over 34 years of experience in the finance industry.

10
Joseph M. Schreiber
CRD#: 2313203
7900 Se 28th St, Ste 412, Mercer Island, WA 98040
93
Wealthminder
score

Joseph Schreiber (CRD# 2313203) is an Investment Advisor Representative working at Northwest Asset Management in Mercer Island, WA and has over 24 years of experience in the finance industry.

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