Data / Investment advisers / Oregon / Northwest Quadrant Wealth Management
Northwest Quadrant Wealth Management, Bend, OR: $580 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Northwest Quadrant Wealth Management is an SEC registered investment adviser with its main office in Bend, Oregon and reports $580 million in regulatory assets under management in its Form ADV filed March 17, 2026. Its clients include high net worth individuals, individuals and pension and profit sharing plans. It is paid through a percentage of assets under management and fixed fees.
The request: Watch Northwest Quadrant Wealth Management (CRD number 158455): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 158455
- SEC file number
- 801-72636
- SEC status
- Approved, effective August 18, 2011
- Legal name
- Northwest Quadrant, LLC
- Main office
- 650 SW Bond St. Suite 250, Bend, OR 97702
- Phone
- (541) 388-9888
- Website
- northwestquadrantwealth.com
- Regulatory AUM
- $579,712,539 in the Form ADV filed March 17, 2026
- Discretionary AUM
- $574,872,125
- Non discretionary AUM
- $4,840,414
- Accounts
- 1,771
- Employees
- 3, of which 3 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 17, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 336 | $424.4 million |
| Individuals (other than high net worth individuals) | 668 | $145.3 million |
| Pension and profit sharing plans | Fewer than 5 | $5.6 million |
| Corporations or other businesses | 5 | $3.8 million |
| Charitable organizations | 5 | $631,053 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $579.7 million | March 17, 2026 |
| December 1, 2025 | $534 million | May 28, 2025 |
Other advisers in Bend
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| JGP Wealth Management, LLC | Bend | $1.43 billion | Not listed | adviserinfo.sec.gov |
| Elevation Capital Advisory | Bend | $252.9 million | Not listed | adviserinfo.sec.gov |
| Capstone Wealth Management Group, Inc. | Bend | $243 million | Not listed | adviserinfo.sec.gov |
| Stonepine Capital Management, LLC | Bend | $181 million | 1 | adviserinfo.sec.gov |
| Copia Wealth Management | Bend | $157.5 million | Not listed | adviserinfo.sec.gov |
| True Wealth Group | Bend | $151.4 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Bend, OR
- Investment advisers in Oregon
- Advisers with $500 million to $1 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Northwest Quadrant Wealth Management on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.