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Northwest Asset Management CRD 147923
$4.13B regulatory AUM 17 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
2835 82Nd Avenue Se Ste 100, Mercer Island, WA 98040 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2026-04-09 |
Branch Locations
2835 82Nd Avenue Se Ste 100, Mercer Island, WA 98040 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mercer Island Nanny Service | Mercer Island | WA | 02/2008 | 11/2017 |
| Coldwell Banker Bain | Mercer Island | WA | 08/2016 | 10/2017 |
| Amerititles | Bend | OR | 12/2017 | 03/2020 |
| First American Title And Escrow | Bend | OR | 03/2020 | 11/2023 |
| Eagle Wealth Management | Bend | OR | 11/2023 | 12/2024 |
| Northwest Asset Management | Mercer Island | WA | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-04-09 |
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