Wealth Advisors Northwest LLC
Wealth Advisors Northwest LLC is an independent, fee-only registered investment advisory firm headquartered in Portland, Oregon. Founded in the early 2010s (precise year not specified), the firm specializes in comprehensive wealth management, including financial, investment, tax, and real estate planning. Serving successful professionals, real estate investors, and individuals with complex financial lives, their team of approximately 8 employees focuses on providing proactive, highly personalized advice and disciplined long-term planning.
Investment Strategy
Wealth Advisors Northwest employs a client-centric, team-based approach focused on aligning each client's financial decisions with their unique goals and values. The firm emphasizes disciplined, tax-smart strategies, collaborative planning, and tailored investment solutions built through their 'Round Table' model—ensuring diverse professional input and direct client access to the planning team. The philosophy rejects one-size-fits-all products, focusing instead on ongoing, adaptive advice and comprehensive service tailored to each financial journey.
Top Holdings
Equity Positions (62)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DFAC | DIMENSIONAL ETF TRUST | 23.78% | $49.2M | 1,274,907 | $34.59 | $38.57 | +$2.3M |
D DFSV | DIMENSIONAL ETF TRUST | 7.73% | $16.0M | 502,244 | $30.18 | $31.84 | +$906.0K |
D DFIC | DIMENSIONAL ETF TRUST | 7.64% | $15.8M | 481,794 | $26.37 | $32.79 | +$1.7M |
D DUHP | DIMENSIONAL ETF TRUST | 6.37% | $13.2M | 348,616 | $33.77 | $37.77 | +$759.8K |
D DFGP | DIMENSIONAL ETF TRUST | 6.25% | $12.9M | 232,638 | $53.79 | $55.57 | +$2.0M |