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 13 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 20 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 25 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.