DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Julie Johnson Mcveigh

Northwest Asset Managementindependent RIAMercer Island, Wa IA-onlyIAPD 4541632

Chartered Financial Analyst

Feed of 09/14/2026

Also filed as Julie Johnson Mcveigh

At current firm

0 y

since Feb 10, 2026

In the industry

26 y

since Sep 14, 2000 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Northwest Asset Management independent RIA current
since Feb 10, 2026 · Mercer Island, Wa
Nia Impact Capital independent RIA
Dec 6, 2023 to Feb 12, 2026 · Berkeley, Ca
Reynders, Mcveigh Capital Management, LLC independent RIA
May 2, 2008 to Jan 26, 2023 · Boston, Ma
Northstar Asset Management, Inc independent RIA
Jan 11, 2005 to Feb 7, 2008 · Boston, Ma
Northstar Asset Management, Inc independent RIA
Mar 12, 2003 to Dec 31, 2004 · Boston, Ma
Lowell Blake & Associates Inc. former
Sep 28, 2000 to Mar 26, 2003 · Boston, Ma

Moves

a registration end followed by a registration begin elsewhere

Nia Impact Capital to Northwest Asset Management
left Feb 12, 2026, registered Feb 10, 2026 (-2 days) · RIA to RIA
Reynders, Mcveigh Capital Management, LLC to Nia Impact Capital
left Jan 26, 2023, registered Dec 6, 2023 (314 days) · RIA to RIA
Northstar Asset Management, Inc to Reynders, Mcveigh Capital Management, LLC
left Feb 7, 2008, registered May 2, 2008 (85 days) · Other
Lowell Blake & Associates Inc. to Northstar Asset Management, Inc
left Mar 26, 2003, registered Mar 12, 2003 (-14 days) · Other

Signals

Julie Johnson Mcveigh left Nia Impact Capital for Northwest Asset Management (registered 2026-02-10)
Feb 12, 2026 · Advisor changed firm · fact
Julie Johnson Mcveigh left Reynders, Mcveigh Capital Management, Llc for Nia Impact Capital (registered 2023-12-06)
Jan 26, 2023 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 26derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address