This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=0.99 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=7.0

Regulatory AUM

$304MItem 5.F on the latest filing (2026-08-28); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$304M

Private client RAUM

$301MderivedItem 5.D individuals plus high net worth individuals

Private client share

99%derivedprivate client RAUM over total RAUM

Advisors on IAPD

7

RAUM per advisor

$43.5Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

10

Advisory employees

8

Offices

0Schedule D 1.F, beyond the principal office

Accounts

1,642

Individual clients

548

High net worth clients

136

Custody, client assets

$277M

SEC number

801-128653

CRD

327641

Filings on the tape

17

First filed

Jul 31, 2023

Latest filed

Aug 28, 2026

Organised

Limited Liability Company, WA

• Occurred

  Mar 19, 2026
  Regulatory AUM changed

  West Invest reported RAUM $304.5M, up 57% from $193.6M (2026-01-05 to 2026-03-19)

  Form ADVobserved 5 days ago
  $111M
• Occurred

  Jul 31, 2023
  First Form ADV filing

  Northwest Wealth Advisors filed its initial SEC registration (Form ADV)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:305bfc38-c075-52e4-12db-80c04b2c1c9a

First observed

Jul 31, 2023

Last observed

Aug 28, 2026 23 days ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.