Northwest Wealth Advisors, Inc.

Northwest Wealth Advisors, Inc. (CRD# 155579) is a financial advisory firm headquartered in West Linn, OR. They manage $35,215,530 in 95 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    35
    MILLION
  • Total Number of Accounts
    95
    ACCOUNTS
  • Average Account Value
    $370,690
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • 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.

NV, OR

Financial Advisors at Northwest Wealth Advisors, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Richard P. Dougall
CRD#: 4722254
1800 Blankenship Road, Suite 130, West Linn, OR 97068
93
Wealthminder
score

Richard Dougall (CRD# 4722254) is an Investment Advisor Representative working at Northwest Wealth Advisors, Inc. in West Linn, OR and has over 12 years of experience in the finance industry.

2
Julie D. Johnsen
CRD#: 2837678
1800 Blankenship Road, Suite 130, West Linn, OR 97068
93
Wealthminder
score

Julie Johnsen (CRD# 2837678) is an Investment Advisor Representative working at Northwest Wealth Advisors, Inc. in West Linn, OR and has over 19 years of experience in the finance industry.

3
Mark G. Neil
CRD#: 2233145
1800 Blankenship Road, Suite 130, West Linn, OR 97068
81
Wealthminder
score

Mark Neil (CRD# 2233145) is an Investment Advisor Representative working at Northwest Wealth Advisors, Inc. in West Linn, OR and has over 24 years of experience in the finance industry.

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