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Wealth Advisors Nw CRD 284468
$354M regulatory AUM 3 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
9400 Sw Barnes Rd. Suite 309, Portland, OR 97225 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2023-07-03 |
| TX | RA | APPROVED | 2023-07-03 |
| WA | RA | APPROVED | 2023-07-03 |
Branch Locations
9400 Sw Barnes Rd. Suite 309, Portland, OR 97225 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Olive Garden | Vancouver | WA | 05/2021 | 08/2021 |
| Wealth Advisors Northwest | Beaverton | OR | 10/2018 | 08/2021 |
| Amazon Warehouse | Troutdale | OR | 06/2020 | 08/2020 |
| Pelican Pub Brewery | Pacific City | OR | 09/2020 | 11/2020 |
| Cetera Investment Services Llc | Tigard | OR | 06/2022 | 05/2023 |
| Washington State University | Pullman | WA | 08/2019 | 07/2022 |
| Cetera Investment Advisers Llc | Tigard | OR | 12/2022 | 05/2023 |
| Wealth Advisors Northwest Llc | Portland | OR | 05/2023 | Present |
| Wealth Advisors Northwest | Portland | OR | 05/2023 | Present |
| N/A | Troutdale | OR | 06/2010 | 06/2020 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-03-10 |
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