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NORTHWEST FINANCIAL ADVISORS LLC
NORTHWEST FINANCIAL ADVISORS LLC is an SEC-registered investment adviser in HERNDON, VA, registered since 2013. The firm manages approximately $1.2 billion in...
NORTHWEST FINANCIAL ADVISORS LLC
NORTHWEST FINANCIAL ADVISORS LLC is an SEC-registered investment adviser in HERNDON, VA, registered since 2013. The firm manages approximately $1.2 billion in assets. It has 37 employees and 31 investment advisers.
General information
Firm type
RIA
Year founded
2003
AUM
Under $1B (Altss estimate)
Location
Region
North America
Country
United States
City
Herndon
Corporate office
Portland, Oregon, United States
Principals
Michael F. Jerram
President & CEO
Sector focus
Frequently asked questions
Who runs investment decisions at Northwest Financial Advisors?
Michael F. Jerram serves as President and CEO and is the primary principal named in regulatory filings. He oversees the firm's investment and financial planning activities (per FINRA, 2024).
Is Northwest Financial Advisors structured as a single-family office?
No. The firm is registered as an independent investment advisor (RIA) and does not publicly identify as a single-family or multi-family office. It serves multiple clients rather than a single family (per Oregon division of financial regulation, 2024).
Does Northwest Financial Advisors invest in direct private equity?
Public filings suggest the firm primarily allocates to publicly traded securities, mutual funds, and ETFs rather than direct private-market deals. No direct venture capital or private equity holdings are documented in available public records (per ADV filings, 2024).
What is the minimum investable asset requirement at Northwest Financial Advisors?
The firm does not publicly disclose a minimum asset threshold. However, as an RIA serving high-net-worth clients, it likely requires a significant portfolio size for individual relationships — though the exact number is not on record.
Where does the underlying wealth come from at Northwest Financial Advisors?
The firm does not disclose the wealth origin of its clients, as it is not tied to a single family or corporate enterprise. Client assets are presumed to be accumulated through diverse professional and business sources.
Does the firm maintain philanthropic structures?
There is no disclosed philanthropic arm or foundation associated with Northwest Financial Advisors LLC. The firm's activities appear limited to wealth management and financial planning (per public records).
How is Northwest Financial Advisors related to other financial firms?
The firm operates independently with no disclosed parent company or related entities. It has no known affiliation with larger financial conglomerates or family-office networks such as Tiger 21 or R360.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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