Wealth Advisors Northwest Llc
- Regulatory AUM
- $354M
- Discretionary
- $352M
- Clients
- 304
- Avg AUM / client
- $1.2M
- Accounts
- 1,154
- Employees
- 8
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 05, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 194 | $82.6M | 23.3% |
| High net worth individuals | 105 | $265M | 74.9% |
| Pension and profit sharing plans | 2 | $2.7M | 0.75% |
| Corporations and other businesses | 3 | $3.6M | 1.01% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Dirk Philippus Marti Conradie | Owner | Personal Financial Specialist | Nov 2013 (13y) | ≈ 37.5% – 75% via Tfa Solutions Inc. |
| Geoffrey Dougall | Owner | Personal Financial Specialist | Nov 2013 (13y) | ≈ 18.75% – 50% via Fts Advisory Group Inc. |
| Tyler James Johnson | Chief Compliance Officer | May 2016 (10y) | ≈ 7.5% – 25% via Tttj Group Llc | |
| Toby S Wolfe | Registered representative | May 2022 (4y) | ||
| Pieter Kai Conradie | Registered representative | Jul 2023 (3y) | ||
| Carrie Jane Jorgensen | Registered representative | Jul 2024 (2y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Tfa Solutions Inc. | Owner | Jun 2018 | A | 50% – 75% |
| Fts Advisory Group Inc. | Owner | Jun 2018 | A | 25% – 50% |
| Tttj Group Llc | Owner | Apr 2022 | A | 10% – 25% |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Dirk Philippus Marti Conradie: 75% – 100% of Tfa Solutions Inc. × 50% – 75% direct ≈ 37.5% – 75% of the firm
- Geoffrey Dougall: 75% – 100% of Fts Advisory Group Inc. × 25% – 50% direct ≈ 18.75% – 50% of the firm
- Tyler James Johnson: 75% – 100% of Tttj Group Llc × 10% – 25% direct ≈ 7.5% – 25% of the firm
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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/05/2026 | 1020 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
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Educational seminars/workshops
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $344M (97% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 05, 2026.
View current Form ADV (SEC/IAPD) ↗