Nwt Advisors, LLC
Financial planning in Duvall, WA
State registeredNo commissions reported
Public-record details
- Address
- 15315 1st Ave Ne Ste 205b, Duvall, WA 98019
- Phone
- (425) 786-2350
- Listed under
- Financial planning, % of assets managed
- CRD number
- 151192
- Registration
- State registered: WA
- Compensation (Form ADV 5.E)
- Percentage of assets under management
- Commissions
- None reported (Form ADV Item 5.E)
- Services (Form ADV 5.G)
- Financial planning; Portfolio management for individuals/small businesses
- Regulatory assets under management
- $18.4 million
- Accounts managed
- 86
- Clients reported (Form ADV 5.D)
- 45
- Individual / high-net-worth clients
- 32 / 13
- Employees
- 2
- Other business activities (Form ADV 6.A)
- Also active as: insurance broker or agent
- Disclosures reported on Form ADV
- None reported
- Latest Form ADV filing
- 2026-04-17
Read the official record
- SEC IAPD summary for CRD 151192 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
- FINRA BrokerCheck — look up the individual advisers at this firm.
- Firm website (as listed on Form ADV)
All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.