NW ADVISORY

NW ADVISORY is an SEC-registered investment adviser (CRD 309480). Regulatory assets under management: $75.4M.

Registration

• CRD: 309480
• Type: Registered investment adviser
• Phone: 503-502-9144
• Latest filing: 2026-04-15
• Regulatory AUM: $75.4M
• Discretionary AUM: $75.4M
• Clients: 2
• Accounts: 265

Business model

Compensation: % of AUM, Hourly, Fixed, Other.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 309480 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search