NORTHWEST PLANNING ADVISORS LLC

NORTHWEST PLANNING ADVISORS LLC of SPOKANE, WA is an SEC-registered investment adviser (CRD 297916). Regulatory assets under management: $30.2M.

Registration

• CRD: 297916
• Type: Registered investment adviser
• Location: 1 N. MONROE STREET, SPOKANE, WA, 99201
• Phone: (509) 324-8835
• Latest filing: 2026-03-16
• Regulatory AUM: $30.2M
• Non-discretionary AUM: $30.2M
• Clients: 1
• Accounts: 185

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 297916 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search