Pacific Northwest Asset Management, Llc
- Regulatory AUM
- $105M
- Discretionary
- $105M
- Clients
- 78
- Avg AUM / client
- $1.4M
- Accounts
- 78
- Employees
- 3
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 35 | $12.1M | 11.5% |
| High net worth individuals | 43 | $93.2M | 88.5% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Systra U.S.A., Inc. 401(k) Plan Systra U.S.A., Inc. | 2024 | |
| Ventra Sandusky Union #1216 401(k) Plan Ventra Sandusky, Llc | 2024 | |
| Eam Mosca Corporation 401(k) Plan Eam Mosca Corporation | 2024 | |
| Integral Federal, Inc. 401(k) Retirement Plan Integral Federal, Inc. | 2024 |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Stuart Christian Mcgehee | Registered representative | Nov 2014 (12y) | ||
| Michael Barron Bowers | Registered representative | CFA | Sep 2015 (11y) | |
| Mackenzie Wamble | Registered representative | Jun 2026 (0y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (4)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Systra U.S.A., Inc. 401(k) Plan | Systra U.S.A., Inc. | 181 | $43.3M | 01/01/2024 |
| Ventra Sandusky Union #1216 401(k) Plan | Ventra Sandusky, Llc | 1,084 | $46.9M | 01/01/2024 |
| Eam Mosca Corporation 401(k) Plan | Eam Mosca Corporation | 233 | $37.7M | 01/01/2024 |
| Integral Federal, Inc. 401(k) Retirement Plan | Integral Federal, Inc. | 219 | $12.0M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/05/2026 | 991 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 05, 2026.
View current Form ADV (SEC/IAPD) ↗