SEC Form ADV · CIK 1697767

NORTHWEST QUADRANT WEALTH MANAGEMENT

Firm profile: Northwest Quadrant Wealth Management — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserOR

$579.7M

Assets Under Management

1,771

Total Clients

Employees

Get LP Contact Details

Registration Details

CIK: 1697767
Accession: CRD-158455
Location: BEND, OR
Filing Date: March 17, 2026
AUM: $579.7M
Total Clients: 1,771
Institutional Clients: 5
Employees: 3
Amendment: No
SEC EDGAR: View original filing →

Client Types

IndividualsHNW IndividualsPension PlansCharitable OrganizationsCorporations

About this Adviser

NORTHWEST QUADRANT WEALTH MANAGEMENT is a registered investment adviser headquartered in BEND, OR, managing approximately $579.7M in assets across 1,771 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.

← All Form ADV Filings