SourcingSourcing

NORTHWEST QUADRANT, LLC

C33
CRD 158455·SEC 801-72636·BEND, OR
AUM
$579.7M
$500M-$1B
Est. Revenue
$5.8M
@ 1% on AUM
Est. EBITDA
$1.7M
@ 30% margin
Est. Deal Value
$13.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
NORTHWEST QUADRANT, LLC
CRD
158455
SEC file #
801-72636
EIN
—
DBA names
Northwest Quadrant Wealth Management

Economics

AUM
$579.7M
AUM band
$500M-$1B
AUM trajectory
'20'26
$248.8M → $579.7M▲ +133%
Client mix
Individuals Other668
Individuals High Net Worth336
Charitable Organizations5
Corporations5

Operations

Employees (total)
3
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'20'26
3 advisors → 3 advisors▬ 0%
Primary office
BEND OR
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPublication of periodicals
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
03/17/2026
ADV-W filed at
—
Website
northwestquadrantwealth.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
SIMONES, TYLER, COUGHLIN
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
SIMONES, TYLER, COUGHLIN
FENILI, ROBERT, JOSH
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
NORTHWESTQUADRANTWEALTH.COM
Rdap Domain Creation Date
2011-12-13T18:08:21Z
Rdap Firm Age Years
15
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No
Form 5500 Plan Count
1
Form 5500 Total Compensation
22,445
Form 5500 Compensation Trajectory 3y
202522,445
Form 5500 Plan Count Trajectory 3y
20251
Schedule C Total Compensation
22,445
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Charles Schwab6
Lpl Financial4
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-12-13T18:08:21Z
Rdap Domain Last Changed
2025-11-14T17:06:07Z
Rdap Nameservers
Ns33.domaincontrol.comNs34.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
4088925
Trust Company Affiliate
No

People (2)

2
SIMONES, TYLER, COUGHLIN
IAR · Direct Owner · 62.5%
4088925
FENILI, ROBERT, JOSH
IAR · Direct Owner · 37.5%
6394941