DBA: NORTHWEST ASSET MANAGEMENT
| Total AUM | $4.13B |
| Discretionary | $2.94B71% of AUM |
| Non-Discretionary | $1.19B |
| Client Accounts | 9,090 |
| Avg Account Size | $455K |
| Employees | 62 |
| Peak AUM | $4.13BMar 2026 |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $4.1B | +14.5% | +10.9% | +11.1% | |
| Discretionary AUM | |||||
| Total AUM | $4.13B |
| Discretionary | $2.94B |
| Employees | 62 |
| Client Accounts | 9090 |
| Client Range | 11-25 |
Address
2835 82ND AVENUE SE
MERCER ISLAND WA 98040
Phone
206-838-3680
Filing History
124 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$2.9B
71.2% of AUM
Non-Discretionary
$1.2B
28.8% of AUM
Disc. mix ▼ 4.9pp vs 1 year ago
Custody
Total AUM
$4.1B
| $2.9B |
| +7.1% |
| +10.4% |
| +11.5% |
| Non-Disc. AUM | $1.2B | +38.1% | +12.2% | +10.3% |
| Total Accounts | 9k | +2.8% | +1.8% | +5.2% |
| Avg Account Size | $454,530.407 | +11.4% | +9.0% | +5.6% |
| Employees | 62 | +14.8% | +4.1% | +4.8% |
| AUM / Employee | $67M | 0.3% | +6.6% | +6.0% |
Client AUM Segments | |||||
| Wealth AUM | $4.1B | +16.9% | +11.2% | +11.7% | |
| Institutional AUM | $47M | 48.8% | 13.1% | 14.8% | |
| Other AUM | $23M | 44.4% | — | — | |
Client Count Segments | |||||
| HNW Clients | 2k | +0.5% | 1.0% | +1.7% | |
| Institutional | 8 | 68.0% | 36.3% | 35.6% | |
| Individuals | 832 | 20.6% | +4.9% | +3.7% | |