This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- RidgeCrest harbor +more
- Established Date
- 08-20-2008
- Office Locations
- 46
Office Locations
About Northwest Asset Management
Northwest Asset Management is a Mercer Island, WA RIA serving retail and institutional clients with asset management and financial planning, including portfolio construction, retirement plan and insurance guidance. Investment approaches emphasize asset allocation with heavy use of ETFs and public funds alongside fixed income and real estate, with ESG/SRI options. Custody available at major firms such as Schwab.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
GREGORY ALLEN HEADRICK
Managing Member
- CRD
- #2270615
- Ownership
- Less than 5%
NELLY OLINDA MUBASHI
Chief Compliance Officer, Chief Executive Officer, Investment Advisor Representative
- CRD
- #4708949
- Ownership
- Less than 5%
Wave signal
Legacy crest zenith
- CRD
- #86993
- Ownership
- 21.0%
Showing 2 of 3 owners & executives
Unlock allContacts
Damian Seth Aldridge
Financial Advisor
- CRD
- #6837424
JO SIMMONS ALDRIDGE
Investment Advisor
- CRD
- #4339629
Timber frontier
Glacier momentum radial
- CRD
- #46459
Showing 2 of 60 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,942,099,674 | $471,717 |
| Non-Discretionary | $1,189,581,730 | $416,958 |
| Total | $4,131,681,404 | $454,530 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $4,131,681,404
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $581,057,826 | 7.8% |
| Equity - Exchange | $700,249,175 | 9.4% |
| Cash | $1,288,756,461 | 17.3% |
| Other | $655,552,419 | 8.8% |
| Equity - OTC | $566,158,908 | 7.6% |
| Municipal Bonds | $1,258,958,624 | 16.9% |
| Corporate - Investment Grade | $1,244,059,705 | 16.7% |
| Other | $1,154,666,194 | 15.5% |
| Total | $7,449,459,312 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| PATHWAY NORTH QUANTUM | MOMENTUM RADIAL | AO7V4NQ4Q | BGU | 4.51% | $68,474,031 |
| CREST ELEMENT HORIZON | CAPITAL MOMENTUM | LSMNR66NM | MLMGE | 7.27% | $75,078,051 |
| PIONEER DELTA | OAK VECTOR | IRHXO9F85 | STXOM | 5.50% | $87,643,398 |
| RIDGE NORTH | RIDGE FUSION | SO0I99MEE | IUCX | 11.18% | $4,706,661 |
| VALUE MERIDIAN ELEMENT | UNISON VECTOR | 6X2YQT9ZS | URHIN | 2.11% | $40,417,464 |
| OAK CATALYST | PATHWAY VALUE | Z3B0Q5KWK | SVWPS | 2.51% | $78,847,596 |
| VECTOR VITAL TIMBER | EMBER UNISON | OJTQJO3QH | OOHME | 11.70% | $14,254,115 |
| PATHWAY FOCUS FOUNDATION | HORIZON EMBER | 8I7G58UVF | TTTY | 6.28% | $66,159,947 |