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Lake Oswego, OR • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-02-25 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwest Capital Management, Inc. | Portland | OR | 04/1998 | 06/2023 |
| Cwm, Llc | Omaha | NE | 06/2023 | Present |
| Northwest Capital Management | Lake Oswego | OR | 06/2023 | Present |
| Payne Capital Llc | Lake Oswego | OR | 02/2025 | Present |
| 4Lna Llc | Lake Oswego | OR | 08/2023 | Present |
NAME OF BUSINESS: Northwest Capital Management, Inc NATURE: Registered Investment Advisory Firm START: 04/1998 POSITION: Founder and Senior Investment Advisor Representative APPX. HRS/MONTH: 120 % APPX HRS/MONTH DURING TRADING HOURS: 20 DUTIES: Investment Advisor Representative NAME OF BUSINESS: 4LNA LLC NATURE: Development of educational material START: 08/09/2023 POSITION: Owner APPX. HRS/MONTH: 20 % APPX HRS/MONTH DURING TRADING HOURS: 0 DUTIES: Managing member NAME OF BUSINESS: CWM, LLC NATURE: State Registered Investment Advisory Firm START: 06/2023 POSITION: Senior Investment Advisor Representative APPX. HRS/MONTH: 40 % APPX HRS/MONTH DURING TRADING HOURS: 6 DUTIES: Investment Advisor Representative
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-12-04 |
| S63 | Uniform Securities Agent State Law Examination | 1985-08-02 |
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