Northwest Quadrant Wealth Management
SEC RegisteredWhen advising clients our guiding principle is to act consistent with what the client would do if they knew everything about investing.
About the firm
Northwest Quadrant Wealth is an investment advisory firm with roots dating to 1963, managing over $610 million in assets across 30+ states. The firm adheres to simple, proven, data-driven strategies emphasizing low-cost, tax-efficient, and individually tailored portfolios. They offer investment management, financial planning, and retirement planning services.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment management, financial planning, and retirement planning, including portfolio construction, tax-loss harvesting, asset allocation, ongoing portfolio monitoring and rebalancing, and estate and financial planning advice.
Who they serve
Individual and institutional clients across 30+ states seeking investment management, financial planning, and retirement planning.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 668 | $145M |
| High Net Worth Individuals | 336 | $424M |
| State/Municipal Entities | 5 | — |
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Less than $100,000 | 1.50% |
| $100,000 to $1,000,000 | 1.25% |
| $1,000,001 to $3,000,000 | 1.00% |
| Over $3,000,000 | 0.75% |
Data as of March 17, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Northwest Quadrant Wealth Management 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 the SEC or FINRA websites before making any decision.
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.
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