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Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Northwest Financial Advisors have?","answer":"Northwest Financial Advisors has 17 investment adviser representatives registered with state securities authorities, out of 37 employees, and 31 perform investment advisory functions. 20 employees are registered representatives of a broker-dealer and 12 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Northwest Financial Advisors invest in?","answer":"At the end of its last fiscal year, Northwest Financial Advisors’ separately managed accounts held 96% registered funds (mutual funds, ETFs, BDCs), 2% exchange-traded equities and 2% cash and equivalents.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Northwest Financial Advisors?","answer":"Northwest Financial Advisors is owned through a holding company by Northwest Federal Credit Union. Its direct owner is NW Capital Management LLC (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 30 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Northwest Financial Advisors get paid?","answer":"Northwest Financial Advisors is paid through a percentage of assets under management and hourly charges. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Northwest Financial Advisors registered with the SEC?","answer":"Yes, Northwest Financial Advisors has been registered with the SEC as an investment adviser since 3 June 2013. 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SEC Form ADV filings on the dates in `sources`. 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