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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 |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
| LA | RA | APPROVED | 2023-01-27 |
| TX | RA | APPROVED_RES | 2018-10-16 |
| WA | RA | APPROVED | 2017-09-18 |
Branch Locations
29034 216Th Ave Se Suite A, Black Diamond, WA 98010 • United States
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 |
|---|---|---|---|---|
| Oppenheimer & Co. Inc. | Bellevue | WA | 08/2015 | 09/2017 |
| Northwest Asset Management | Mercer Island | WA | 09/2017 | Present |
Brad J. Landry is also an insurance agent.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-02-03 |
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