# NORTHLINE WEALTH MANAGEMENT LLC

NORTHLINE WEALTH MANAGEMENT LLC of BEND, OR is an SEC-registered investment adviser.

## Registration

- CRD: 150422
- Type: SEC-registered investment adviser
- SEC file number: 801-107657
- Location: 15 SW COLORADO AVENUE, SUITE 4, BEND, OR, 97702-1229
- Phone: 888-407-5463
- Latest filing: 2023-05-12
- Regulatory AUM: $210.5M
- Discretionary AUM: $186.1M
- Non-discretionary AUM: $24.5M
- Clients: 6
- Accounts: 642

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| KINGERY JOHN BRADFORD | MANAGER, CHIEF COMPLIANCE OFFICER; MANAGING MEMBER; MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | — |
| STUERMER JEFFREY EDWARD | MANAGING MEMBER | — |
| HOFFMEISTER KATHERINE ANN | CHIEF COMPLIANCE OFFICER | — |
| RAE JUSTIN WAYNE | MANAGING MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/150422/brochure
- Similar advisers: https://search.stillhousedata.com/firm/150422/similar
- Related entities: https://search.stillhousedata.com/firm/150422/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/150422

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.