Northwest Wealth Advisors provides financial planning and portfolio management for individuals and small businesses. Financial planning was provided to 1–10 clients last fiscal year.
Northwest Wealth Advisors reports 691 clients. They include 548 individual clients, 136 high-net-worth individuals, and 4 pension and profit-sharing plans. Of its assets, 100.0% ($304M across 1,642 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 79% | 38% |
| High-net-worth individuals | 20% | 61% |
| Pension and profit-sharing plans | <1% | <1% |
| Corporations and other businesses | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 548 | $116M | 37.9% | $211K |
| High-net-worth individuals | 136 | $186M | 61.0% | $1.37M |
| Pension and profit-sharing plans | Fewer than 5 | $1.54M | 0.5% | $384K |
| Corporations and other businesses | Fewer than 5 | $1.67M | 0.5% | $556K |
| Total | 691 | $304M | 100% | — |
- Clients
- 548
- Regulatory AUM
- $116M
- AUM share
- 37.9%
- Avg. per client
- $211K
- Clients
- 136
- Regulatory AUM
- $186M
- AUM share
- 61.0%
- Avg. per client
- $1.37M
- Clients
- Fewer than 5
- Regulatory AUM
- $1.54M
- AUM share
- 0.5%
- Avg. per client
- $384K
- Clients
- Fewer than 5
- Regulatory AUM
- $1.67M
- AUM share
- 0.5%
- Avg. per client
- $556K
Total
- Clients
- 691
- Regulatory AUM
- $304M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Northwest Wealth Advisors charges 0.50%–1.50% a year for its Portfolio Management Fees. The fee is billed in advance and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial planning
- Financial planning is generally a fixed fee between $500 and $12,000, negotiable and due on completion of the plan.
Lamar West owns 50% to 75% of Northwest Wealth Advisors. The leadership team of Northwest Wealth Advisors includes Chief Compliance Officer Lamar West. It has 10 employees, 8 of them in advisory roles.
Leadership
- Lamar WestManaging Partner and Chief Compliance Officer
- Libby WestPartner
- LaVelle WestManaging Partner
Investment adviser representatives
7 representatives listed in the SEC register as of 9 October 2026.
- Korinda Luv Bullard
- Emily Paige West Schultz
- Luke Bengen Smith
- Alice Tweit
- Adam Grant Visser
- Lamar A West
- LaVelle Blair West
Staff
- 10 employees
- 8 in advisory functions
- 6 state-registered reps
- 7 broker-dealer reps
- 7 insurance agents
- Owns 50% to 75% of Northwest Wealth Advisors, LLC
Lamar West
Control person · since July 2023
- Owns 25% to 50% of Northwest Wealth Advisors, LLC
LaVelle West
Control person · since July 2023
- Owns 10% to 25% of Northwest Wealth Advisors, LLC
Libby West
since July 2023
Northwest Wealth Advisors’ regulatory assets grew 2.0× from $152M (March 2024) to $304M (August 2026); clients rose from 358 to 691 and employees from 5 to 10.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| August 2026 | $304M | 691 | 10 | 1 |
| July 2025 | $194M | 731 | 6 | 1 |
| March 2024 | $152M | 358 | 5 | 1 |
Besides its headquarters, Northwest Wealth Advisors has 0 offices, with 1 listed address in Washington.
Washington · 1 listed address
- 1801 F Street, BellinghamHQ
Other business names
Northwest Wealth Advisors has reported 1 other business name to the SEC.
- West Invest
Contact and registration details
- Legal name
- Northwest Wealth Advisors, LLC
- Headquarters
- 1801 F Street, Bellingham, WA 98225
- Website
- west-invest.com
- Phone
- 360-738-6019
- @west-invest-llc
- SEC file
- 801-128653
- Structure
- Washington LLC
- Fiscal year end
- December
Northwest Wealth Advisors uses LPL Financial ($304M) as custodian for its separately managed accounts. Northwest Wealth Advisors has custody of $277M in client assets for 562 clients.
- LPL FinancialLPL Financial LLC · Fort Mill, SC · $304M100%
At year end, Northwest Wealth Advisors’ separately managed accounts were mostly in funds (91%). Its reported 13F holdings for the quarter ended 30 June 2026 total $174M across 66 positions; the largest are SPDR Series Trust (11.8%), iShares TR (10.1%) and iShares TR (9.1%).
What the accounts hold
- Stocks6%
- Funds91%
- Cash2%
Filed values cover 99%. The neutral 1% gap has no reported category.
Reported 13F holdings
- $174M
- Reported 13F value
- 66
- Positions
- 63.3%
- In the 10 largest
- +24.3%
- Value vs. prior quarter
- SPDR Series Trust · ST Str P500grw11.8%
- iShares TR · Morningstar Valu10.1%
- iShares TR · Mrgstr MD CP ETF9.1%
- SPDR Series Trust · ST Str P500val6.6%
- Fidelity Covington Trust · Enhanced Large5.2%
- iShares TR · Intl Eqty Factor5.0%
- T Rowe Price Exchange-traded · Value ETF4.9%
- T Rowe Price Exchange-traded · Growth ETF3.9%
- Fidelity Covington Trust · MSCI Info Tech I3.7%
- Berkshire Hathaway Inc. Del · CL B New3.1%
Together, the ten largest are 63.3% of reported value.
How many clients does Northwest Wealth Advisors have?
Northwest Wealth Advisors has 691 clients and manages $304 million for them, as of August 2026. They include 548 individual clients, 136 high-net-worth individuals, and 4 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 28 August 2026
What services does Northwest Wealth Advisors offer?
Northwest Wealth Advisors provides financial planning and portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Northwest Wealth Advisors charge?
Northwest Wealth Advisors charges 0.50%–1.50% a year for its Portfolio Management Fees. The fee is billed in advance and is negotiable.
Source: FORM ADV PART 2A- NORTHWEST WEALTH ADVISORS, filed 28 August 2026
Which custodians does Northwest Wealth Advisors use?
Northwest Wealth Advisors’ separately managed account assets are held at LPL Financial LLC (Fort Mill, SC), with $304M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 28 August 2026
How many financial advisors does Northwest Wealth Advisors have?
Northwest Wealth Advisors has 6 investment adviser representatives registered with state securities authorities, out of 10 employees, and 8 perform investment advisory functions. 7 employees are registered representatives of a broker-dealer and 7 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
What does Northwest Wealth Advisors invest in?
At the end of its last fiscal year, Northwest Wealth Advisors’ separately managed accounts held 91% registered funds (mutual funds, ETFs, BDCs), 6% 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
Who owns Northwest Wealth Advisors?
Northwest Wealth Advisors’ direct owners are LaVelle West (25% to 50%), Lamar West (50% to 75%) and Libby West (10% to 25%).
Source: Form ADV Part 1A, Schedules A and B, filed 28 August 2026
How does Northwest Wealth Advisors get paid?
Northwest Wealth Advisors is paid through a percentage of assets under management and fixed fees. 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
Is Northwest Wealth Advisors registered with the SEC?
Yes, Northwest Wealth Advisors has been registered with the SEC as an investment adviser since 31 August 2023. Its CRD number is 327641 and its SEC file number is 801-128653.
Source: Form ADV Part 1A, Item 1, filed 28 August 2026; IAPD firm record
How do I contact Northwest Wealth Advisors?
Northwest Wealth Advisors’ main office is at 1801 F Street, Bellingham, WA 98225. Its phone number is 360-738-6019. Its website is west-invest.com.