$258.9M Total AUM
$258.9M Disc. AUM
-- 3Y CAGR
5 Employees
132 ADV. Clients
12 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Betterment · Charles Schwab & Company · Interactive Brokers
- Clients
- Retail
- Platforms
- EmberValue momentum +more
- Established Date
- 08-15-2013
- Office Locations
- 1
Office Locations
1448 NW Market ST Suite 500 Seattle WA
About Northern Lights Advisors, Inc.
Northern Lights Advisors is a Seattle-based SEC-registered RIA focused on tech employees and high-net-worth families, especially those navigating stock options/RSUs, high income, and complex benefits. They pair comprehensive financial planning and tax-aware portfolio management—due diligence, asset location, direct indexing, and ongoing rebalancing—with data-driven modeling and year-round guidance for clients nationwide.
Team overview
47 AVG AGE
$86.3M AVG AUM / ADVISOR
$2.0M AVG AUM / CLIENT
6 yrs AVG TENURE
5 Employees
3 Advisory Reps
3 RIA Reps
12yrs Firm Age
Insights
Open the full profile to inspect shifts in catalyst focus.
Upgrade to reveal position-level detail across capital vector.
See the complete signal summary connected to timber north.
Unlock to see real insight on matrix peak.
Unlock to see real insight on value signal north.
Request access to benchmark trends tied to pioneer zenith.
See the complete signal summary connected to bridge.
Full visibility includes strategy notes for legacy oak pioneer.
Asset Classes
Radial vital Atlas
Client Personas
Focus harbor
CRM
Signal glacier
Custodian
Vector Prime prime Radial value Pathway horizon Ember focus
Investment Themes
Meridian Capital Matrix Pathway quantum
Investment Vehicles
Prime
Platform
Crest eagle
Services
Ember meridian Pioneer atlas Catalyst Catalyst Beacon Pathway Beacon wave
Technology
Legacy wave Insight insight Atlas signal Wave vector
Owner & Executives
MARTIN ERIK LUNDGREN
Chief Compliance Officer, Partner
- CRD
- #5983774
- Ownership
- 75% or more
(782) 700-2551
pathway.radial@quantumcapital.com
in linkedin.com/in/ember-alpha
K
KRISTINA KATHLEEEN DRAPER
Partner
- CRD
- #7200398
- Ownership
- 10% but less than 25%
(728) 420-8638
wave.atlas@insightcapital.com
in linkedin.com/in/summit-prime
Showing 2 of 2 owners & executives
Unlock allContacts
B
BRIAN LYLE WHITAKER
--
- CRD
- #2463678
(329) 879-4113
vector.prime@radialcapital.com
in linkedin.com/in/vertex-ember
Showing 1 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $258,852,672 | $763,577 |
| Non-Discretionary | $0 | -- |
| Total | $258,852,672 | $763,577 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $258,852,672
Public Funds:
18.3% Equity - Exchange:
18.0% Cash:
17.7% Private Funds:
15.9% U.S. Government/Agency:
30.1% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $224,751,930 | 18.3% |
| Equity - Exchange | $221,067,472 | 18.0% |
| Cash | $217,383,014 | 17.7% |
| Private Funds | $195,276,267 | 15.9% |
| U.S. Government/Agency | $369,673,938 | 30.1% |
| Total | $1,228,152,621 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| ELEMENT GLACIER PRIME | PIONEER RADIAL | OBOSKPJTA | AIK | 10.09% | $21,249,591 |
| ZENITH INSIGHT | RADIAL ALPHA | 0M2VSFDXP | WXC | 8.09% | $46,215,480 |
| VECTOR RADIAL VERTEX | TIMBER PATHWAY | QT4J8IFWE | PEC | 10.83% | $118,408,104 |
| ELEMENT OPTIMA | DELTA BRIDGE | DFIER9MZU | BRO | 1.06% | $119,988,310 |
| QUANTUM PRIME | PRIME TIMBER | NT0QGPYOU | OLL | 3.93% | $57,438,282 |
| FRONTIER LEGACY ALPHA | NORTH BRIDGE | NPYC5A8KA | NWFEM | 7.08% | $101,185,360 |
| VECTOR GLACIER | VERTEX HARBOR | VVEGM8QYI | JBQQ | 3.99% | $84,270,918 |
| CREST TIMBER | CREST DELTA | J2GQRDWV6 | OFRB | 6.10% | $83,853,497 |