DFX Intelligence

Data Factory

RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

WEALTH ADVISORS NW

WEALTH ADVISORS NORTHWEST LLC, CRD 284468

PORTLAND, OR

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:98060976-b2e1-16f0-fd37-c399a6fb781f

Data as of Mar 5, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:23 PM UTC and rebuilt at most every 15 minutes.

Relationships: 16
Dated events: 3
On other graphs: 0
Observed: Apr 1, 2021 to Mar 5, 2026
22 observations

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.98 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $354MItem 5.F on the latest filing (2026-03-05); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $352M
Private client RAUM: $348MderivedItem 5.D individuals plus high net worth individuals
Private client share: 98%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 7
RAUM per advisor: $50.6Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 8
Advisory employees: 6
Offices: 9Schedule D 1.F, beyond the principal office
Accounts: 1,154
Individual clients: 194
High net worth clients: 105
SEC number: 801-121116
CRD: 284468
Filings on the tape: 22
First filed: Apr 1, 2021
Latest filed: Mar 5, 2026
Organised: Limited Liability Company, OR

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
DIRK PHILIPPUS MARTI CONRADIE	Personal Financial Specialist	PORTLAND, OR	9	18	1	no
GEOFFREY DOUGALL	Personal Financial Specialist	PORTLAND, OR	9	20	1	no
TYLER JAMES JOHNSON	n/a	PORTLAND, OR	9	26	1	no
Toby S Wolfe	n/a	PORTLAND, OR	4	19	n/a	no
PIETER KAI CONRADIE	n/a	PORTLAND, OR	3	16	1	no
Carrie Jane Jorgensen	n/a	PORTLAND, OR	2	15	1	no
Drake Dunlap	n/a	PORTLAND, OR	0	10	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
CONRADIE, DIRK, PHILIPPUS MARTI	Owner	E	yes	11/2013	Apr 1, 2021	Dec 26, 2024
DOUGALL, GEOFFREY	Owner	E	yes	11/2013	Apr 1, 2021	Dec 26, 2024
FTS ADVISORY GROUP INC.	Owner	C	yes	06/2018	Apr 1, 2021	Dec 26, 2024
JOHNSON, TYLER, JAMES	Member	E	yes	04/2022	Apr 1, 2021	Dec 26, 2024
TFA SOLUTIONS INC.	Owner	D	yes	06/2018	Apr 1, 2021	Dec 26, 2024
TTTJ GROUP LLC	Owner	B	yes	04/2022	Apr 19, 2023	Dec 26, 2024
JOHNSON, TYLER, JAMES	CHIEF COMPLIANCE OFFICER	Na	no	05/2016	Apr 1, 2021	Dec 26, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
GEOFFREY DOUGALL	n/a	n/a	n/a	Y	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Portland	Or	United States	2	no
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 5 of 6

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 5, 2026	$354M	$352M	8	6	9	n/a	n/a
2024	Apr 29, 2025	$300M	$295M	9	7	10	n/a	n/a
2023	Mar 6, 2024	$264M	$253M	8	6	9	n/a	n/a
2022	Mar 23, 2023	$205M	$197M	7	5	1	n/a	n/a
2021	Mar 28, 2022	$171M	$168M	6	4	1	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	1	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$354M	$300M	18.0%	$205M	20.1%	8	9	9	10

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
ROI FINANCIAL	2	Oct 4, 2016	Aug 25, 2017	BEAVERTON, OR	Team lift out	RIA to RIA	66.7%

Relationships

Registered with (8)

← Drake DunlapAdvisorregistration: current employment
Aug 17, 2026 to presentfactForm ADV
← Carrie Jane JorgensenAdvisorregistration: current employment
Jul 12, 2024 to presentfactForm ADV
← PIETER KAI CONRADIEAdvisorregistration: current employment
Jul 3, 2023 to presentfactForm ADV
← Toby S WolfeAdvisorregistration: current employment
May 26, 2022 to presentfactForm ADV
← DIRK PHILIPPUS MARTI CONRADIEAdvisorregistration: current employment
Aug 25, 2017 to presentfactForm ADV
← GEOFFREY DOUGALLAdvisorregistration: current employment
Aug 25, 2017 to presentfactForm ADV
← TYLER JAMES JOHNSONAdvisorregistration: current employment
Aug 25, 2017 to presentfactForm ADV
← BRITTON WELLINGTONAdvisorregistration: previous registration
Sep 24, 2018 to Jul 1, 2025factForm ADV

Controls (6)

← CONRADIE, DIRK, PHILIPPUS MARTIOwnerOWNER, ownership code E, individual
Apr 1, 2021 to Dec 26, 2024factForm ADV
← DOUGALL, GEOFFREYOwnerOWNER, ownership code E, individual
Apr 1, 2021 to Dec 26, 2024factForm ADV
← JOHNSON, TYLER, JAMESOwnerMEMBER, ownership code E, individual
Apr 1, 2021 to Dec 26, 2024factForm ADV
← FTS ADVISORY GROUP INC.OwnerOWNER, ownership code C, domestic entity
Apr 1, 2021 to Dec 26, 2024factForm ADV
← TFA SOLUTIONS INC.OwnerOWNER, ownership code D, domestic entity
Apr 1, 2021 to Dec 26, 2024factForm ADV
← TTTJ GROUP LLCOwnerOWNER, ownership code B, domestic entity
Apr 19, 2023 to Dec 26, 2024factForm ADV

Owns (1)

← JOHNSON, TYLER, JAMESOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Apr 1, 2021 to Dec 26, 2024factForm ADV

Moved with (1)

← ROI FINANCIALRegistered adviser2 advisors, team lift out, same day
Oct 4, 2016 to Aug 25, 2017factForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Jul 1, 2025
Advisor changed firm
Britton Wellington left Wealth Advisors Nw for Real Agency Wealth Llc (registered 2025-07-18)
Form ADVobserved 6 days ago
Occurred
Apr 1, 2021
First Form ADV filing
Wealth Advisors Nw filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Show 1 bookkeeping events

Occurred
Apr 19, 2023
Wealth Advisors Nw reported 8 offices beyond its principal office, up from 1 (2023-03-23 to 2023-04-19)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:98060976-b2e1-16f0-fd37-c399a6fb781f
First observed: Apr 1, 2021
Last observed: Mar 5, 2026 6 months 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.

WEALTH ADVISORS NW

WEALTH ADVISORS NORTHWEST LLC, CRD 284468

PORTLAND, OR

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:98060976-b2e1-16f0-fd37-c399a6fb781f

Data as of Mar 5, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:23 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

DIRK PHILIPPUS MARTI CONRADIE

Personal Financial Specialist

PORTLAND, OR

GEOFFREY DOUGALL

Personal Financial Specialist

PORTLAND, OR

TYLER JAMES JOHNSON

n/a

PORTLAND, OR

Toby S Wolfe

n/a

PORTLAND, OR

n/a

PIETER KAI CONRADIE

n/a

PORTLAND, OR

Carrie Jane Jorgensen

n/a

PORTLAND, OR

Drake Dunlap

n/a

PORTLAND, OR

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CONRADIE, DIRK, PHILIPPUS MARTI

Owner

yes

11/2013

Apr 1, 2021

Dec 26, 2024

DOUGALL, GEOFFREY

Owner

yes

11/2013

Apr 1, 2021

Dec 26, 2024

FTS ADVISORY GROUP INC.

Owner

yes

06/2018

Apr 1, 2021

Dec 26, 2024

JOHNSON, TYLER, JAMES

Member

yes

04/2022

Apr 1, 2021

Dec 26, 2024

TFA SOLUTIONS INC.

Owner

yes

06/2018

Apr 1, 2021

Dec 26, 2024

TTTJ GROUP LLC

Owner

yes

04/2022

Apr 19, 2023

Dec 26, 2024

JOHNSON, TYLER, JAMES

CHIEF COMPLIANCE OFFICER

05/2016

Apr 1, 2021

Dec 26, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

GEOFFREY DOUGALL

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

Portland

United States

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 5, 2026

$354M

$352M

n/a

2024

Apr 29, 2025

$300M

$295M

n/a

2023

Mar 6, 2024

$264M

$253M

n/a

2022

Mar 23, 2023

$205M

$197M

n/a

2021

Mar 28, 2022

$171M

$168M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$354M

$300M

18.0%

$205M

20.1%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

ROI FINANCIAL

Oct 4, 2016

Aug 25, 2017

BEAVERTON, OR

Team lift out

RIA to RIA

66.7%