Northwest Wealth Advisors, Llc
- Regulatory AUM
- $304M
- Discretionary
- $304M
- Clients
- 691
- Avg AUM / client
- $441K
- Accounts
- 1,642
- Employees
- 10
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of May 19, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 548 | $116M | 37.9% |
| High net worth individuals | 136 | $186M | 61.0% |
| Pension and profit sharing plans | 4 | $1.5M | 0.5% |
| Corporations and other businesses | 3 | $1.7M | 0.55% |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Lamar A West | Managing Partner And Chief Compliance Officer | Jul 2023 (3y) | 50% – 75% | |
| La Velle Blair West | Managing Partner | CFP Chartered Financial Consultant | Jul 2023 (3y) | 25% – 50% |
| West, Libby, Ann | Partner | Jul 2023 (3y) | 10% – 25% | |
| Alice Tweit | Registered representative | CFP | Jan 2024 (3y) | |
| Emily Paige West Schultz | Registered representative | Jan 2024 (3y) | ||
| Luke Bengen Smith | Registered representative | Mar 2026 (0y) | ||
| Adam Grant Visser | Registered representative | May 2026 (0y) | ||
| Korinda Luv Bullard | Registered representative | Jun 2026 (0y) |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
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) | 05/19/2026 | 910 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
Custody
Reported custodians
- LPL Financial $304M (100% of AUM) May 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having 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: May 19, 2026.
View current Form ADV (SEC/IAPD) ↗