AdFi
JH

Joie Hurtado-Wyatt

Investment Adviser Representative at Northwest Asset Management

Oakley, CACRD #7976572Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
1 yrs
Exams Passed
2

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Joie Hurtado-Wyatt is an investment adviser representative with Northwest Asset Management in Oakley, CA, where they have been registered since 2025, the year they entered the securities industry. They have passed 2 industry qualification exams, including the Series 65 (investment adviser). They are registered to provide investment advice in California and Washington.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
California, Washington

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 2/3/2025
SIE
Securities Industry Essentials Examination
Passed 5/2/2022

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Northwest Asset ManagementCurrent
2/3/2025 – Oakley, CA

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. NWAM, LLC dba Northwest Asset Management
    Jan 2022 – Feb 2025Mercer Island, WA
  2. Absolute Independent Living Service
    Mar 2020 – Nov 2021Rohnert Park, CA
  3. Athens Administrators
    Sep 2016 – Jun 2018Concord, CA
  4. Uber
    Jul 2018 – Feb 2020Concord, CA
  5. NWAM, LLC dba Northwest Asset Management
    Feb 2025 – no end date reportedMercer Island, WA

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Northwest Asset Management

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee
Estimated blended rate
0.0175

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPension ConsultingEducational Seminars and Workshops

Client types the firm serves

IndividualsHigh Net WorthCorporationsOther

Firm assets under management

$1B–$5B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
61
Offices listed on AdvisorFinder:
15
Main office:
Mercer Island, WA
SEC file number:
801-69483

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of March 31, 2026

View full firm profile

Other advisors at Northwest Asset Management

Showing 12 of 61 in the directory

View Northwest Asset Management firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Joie Hurtado-Wyatt has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

Find the right advisor for you

Take the free 3-minute assessment to get matched with advisors who fit your goals.

Get Matched