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- Custodian
- Charles Schwab & Company · Fidelity/NFS · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between December 16, 2025 and March 31, 2026, reported AUM increased 14.5%, from $3.6B to $4.1B.
Across 5 reported observations, AUM increased 27.8% between July 15, 2022 and March 31, 2026, from $3.2B to $4.1B.
Of the latest reported AUM, 71.2% is discretionary and 28.8% is non-discretionary.
The firm reports 44 advisory representatives and 2,793 clients, or 63.5 clients per representative. That equates to $1.5M in reported AUM per client.
The profile lists 46 reported office locations and 18 years in operation. The source data was last updated on March 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Northwest Asset Management record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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%
Showing 2 of 3 owners & executives
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Damian Seth Aldridge
Financial Advisor
- CRD
- #6837424
JO SIMMONS ALDRIDGE
Investment Advisor
- CRD
- #4339629
Showing 2 of 61 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 |
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Separately Managed Accounts
SMA allocation detail is available
Northwest Asset Management has reported separately managed account data across 11 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Northwest Asset Management's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.