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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

NORTHWEST QUADRANT WEALTH MANAGEMENT

NORTHWEST QUADRANT, LLC, CRD 158455

BEND, 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:eb18cfbf-867d-e158-5115-57d2e3ab4568

Data as of Mar 17, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:35 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 3
On other graphs: 0
Observed: Nov 21, 2011 to Mar 17, 2026
39 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=1.0
Regulatory AUM: $580MItem 5.F on the latest filing (2026-03-17); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $575M
Private client RAUM: $570MderivedItem 5.D individuals plus high net worth individuals
Private client share: 98%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 2
RAUM per advisor: $290Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 3
Advisory employees: 3
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 1,771
Individual clients: 668
High net worth clients: 336
SEC number: 801-72636
CIK: 1697767
CRD: 158455
Filings on the tape: 39
First filed: Nov 21, 2011
Latest filed: Mar 17, 2026
Organised: Limited Liability Company, OR
Website: northwestquadrantwealth.com

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
TYLER COUGHLIN SIMONES	n/a	BEND, OR	15	19	2	no
ROBERT JOSH FENILI	n/a	BEND, OR	11	12	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
FENILI, ROBERT, JOSH	MANAGING MEMBER	C	yes	07/2019	Jul 9, 2019	Oct 1, 2024
SIMONES, TYLER, COUGHLIN	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	D	yes	07/2011	Nov 21, 2011	Oct 1, 2024

Offices

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

City	State	Country	Employees	Also broker-dealer
Eugene	Or	United States	2	yes

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 15 of 16

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 17, 2026	$580M	$575M	3	3	1	n/a	n/a
2024	Apr 23, 2025	$534M	$529M	6	2	1	n/a	n/a
2023	Mar 6, 2024	$454M	$442M	6	3	1	n/a	n/a
2022	Mar 15, 2023	$392M	$380M	6	3	2	n/a	n/a
2021	Mar 22, 2022	$441M	$427M	5	3	2	n/a	n/a
2020	Mar 25, 2021	$364M	$352M	8	4	2	n/a	n/a
2019	Mar 10, 2020	$305M	$302M	8	4	3	n/a	n/a
2018	Mar 8, 2019	$249M	$247M	7	3	3	n/a	n/a
2017	Feb 21, 2018	$263M	$248M	7	4	3	n/a	n/a
2016	Feb 16, 2017	$206M	$194M	9	5	n/a	n/a	n/a
2015	Feb 25, 2016	$148M	$140M	10	6	n/a	n/a	n/a
2014	Feb 23, 2015	$166M	$163M	8	3	n/a	n/a	n/a
2013	Feb 20, 2014	$147M	$142M	9	2	n/a	n/a	n/a
2012	Jan 3, 2013	$123M	$120M	8	3	n/a	n/a	n/a
2011	Feb 14, 2012	$130M	$120M	n/a	n/a	n/a	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	0	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	$580M	$534M	8.6%	$392M	13.9%	3	6	1	1

Relationships

Registered with (3)

← ROBERT JOSH FENILIAdvisorregistration: current employment
Oct 27, 2014 to presentfactForm ADV
← TYLER COUGHLIN SIMONESAdvisorregistration: current employment
Aug 30, 2011 to presentfactForm ADV
← ARNOLD TROY REINHARTAdvisorregistration: previous registration
Aug 18, 2011 to Aug 27, 2024factForm ADV

Controls (2)

← SIMONES, TYLER, COUGHLINOwnerMANAGING MEMBER AND CHIEF COMPLIANCE OFFICER, ownership code D, individual
Nov 21, 2011 to Oct 1, 2024factForm ADV
← FENILI, ROBERT, JOSHOwnerMANAGING MEMBER, ownership code C, individual
Jul 9, 2019 to Oct 1, 2024factForm ADV

Dated events

Occurred
Aug 27, 2024
Advisor changed firm
Arnold Troy Reinhart left Northwest Quadrant Wealth Management for Lpl Financial Llc (registered 2024-10-29)
Form ADVobserved 3 days ago
Occurred
Jul 18, 2024
Control person left
Troy Arnold Reinhart (Managing Member) no longer on Schedule A of Northwest Quadrant Wealth Management (listed 2024-03-06, absent 2024-07-18)
Form ADVobserved 3 days ago
Occurred
Jul 9, 2019
Control person joined
Josh Robert Fenili (Managing Member) appeared on Schedule A of Northwest Quadrant Wealth Management
Form ADVobserved 3 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:eb18cfbf-867d-e158-5115-57d2e3ab4568
First observed: Nov 21, 2011
Last observed: Mar 17, 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.

NORTHWEST QUADRANT WEALTH MANAGEMENT

NORTHWEST QUADRANT, LLC, CRD 158455

BEND, 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:eb18cfbf-867d-e158-5115-57d2e3ab4568

Data as of Mar 17, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:35 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

TYLER COUGHLIN SIMONES

n/a

BEND, OR

ROBERT JOSH FENILI

n/a

BEND, OR

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

FENILI, ROBERT, JOSH

MANAGING MEMBER

yes

07/2019

Jul 9, 2019

Oct 1, 2024

SIMONES, TYLER, COUGHLIN

MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER

yes

07/2011

Nov 21, 2011

Oct 1, 2024

City

State

Country

Employees

Also broker-dealer

Eugene

United States

yes

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 17, 2026

$580M

$575M

n/a

2024

Apr 23, 2025

$534M

$529M

n/a

2023

Mar 6, 2024

$454M

$442M

n/a

2022

Mar 15, 2023

$392M

$380M

n/a

2021

Mar 22, 2022

$441M

$427M

n/a

2020

Mar 25, 2021

$364M

$352M

n/a

2019

Mar 10, 2020

$305M

$302M

n/a

2018

Mar 8, 2019

$249M

$247M

n/a

2017

Feb 21, 2018

$263M

$248M

n/a

2016

Feb 16, 2017

$206M

$194M

n/a

2015

Feb 25, 2016

$148M

$140M

n/a

2014

Feb 23, 2015

$166M

$163M

n/a

2013

Feb 20, 2014

$147M

$142M

n/a

2012

Jan 3, 2013

$123M

$120M

n/a

2011

Feb 14, 2012

$130M

$120M

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

$580M

$534M

8.6%

$392M

13.9%