SourcingSourcing

NORTHWEST WEALTH ADVISORS, LLC

B55
CRD 327641·SEC 801-128653·BELLINGHAM, WA
AUM
$304.5M
$100M-$500M
Est. Revenue
$3.0M
@ 1% on AUM
Est. EBITDA
$913K
@ 30% margin
Est. Deal Value
$7.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
NORTHWEST WEALTH ADVISORS, LLC
CRD
327641
SEC file #
801-128653
EIN
932287487
DBA names
West Invest

Economics

AUM
$304.5M
AUM band
$100M-$500M
AUM trajectory
'25'26
$193.6M → $304.5M▲ +57%
Client mix
Individuals Other548
Individuals High Net Worth136
Pension Profit Sharing Plans4
Corporations3

Operations

Employees (total)
9
Advisory staff (per ADV)
9
Advisory staff (5-yr trend)
'25'26
5 advisors → 9 advisors▲ +80%
Primary office
BELLINGHAM WA
Branches
—

Custodian & Brokerage

Primary custodian
LPL Financiallow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUMFixed fees

Filings

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
WEST, LAMAR, A
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
WEST, LAMAR, A
West, LaVelle, Blair
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
fallback_guess:northwest.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002094564
Edgar Registered
Yes
Edgar Filing Count
2
Edgar First Filing Date
2026-02-06
Edgar Last Filing Date
2026-04-29
Edgar 13f Count
2
Edgar 13f Latest AUM Estimate
Filing Date2026-04-29
Accession0002085853-26-000523

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

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

Adv W Recently Filed
No
Bc Firm Active Bc Count
4
Bc Firm Active IA Count
6
Bc Firm IAR Count
6
Custodian Candidates
Full
Lpl Financial4
E*trade4
Edgar Addresses
Mailing
1801 F. STREETBELLINGHAM, WA 98225
Business
1801 F. STREETBELLINGHAM, WA 98225
Edgar EIN
932287487
Edgar Recent Filings
13F-HR2026-04-29 · 0002085853-26-000523
13F-HR2026-02-06 · 0002085853-26-000214
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
1566808
Trust Company Affiliate
No

People (7)

7
WEST, LAMAR, A
IAR · Direct Owner · 62.5%
1566808
West, LaVelle, Blair
IAR · Direct Owner · 37.5%
6575195
West, Libby, Ann
Direct Owner · 17.5%
7455579
EMILY PAIGE WEST SCHULTZ
IAR
7352564
Alice Tweit
IAR
7125389
Luke Bengen Smith
IAR
7964538
Adam Grant Visser
IAR
8070510