$75.4M Total AUM
$75.4M Disc. AUM
-- 3Y CAGR
2 Employees
265 ADV. Clients
5 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- --
- Clients
- Retail and Institutional
- Platforms
- Vital insightRidge pathway
- Established Date
- 10-12-2020
- Office Locations
- 2
Office Locations
-- Eugene OR
-- Wilsonville OR
About NW Advisory
NW Advisory is an Oregon-based RIA serving families and business owners with a behavior-first approach to wealth planning. The firm provides financial planning, tax and estate planning support, insurance and risk management, and portfolio construction. Portfolios are implemented primarily with ETFs, with custody/support through SEI and planning workflows using tools like RightCapital.
Team overview
73 AVG AGE
$37.7M AVG AUM / ADVISOR
$284.4K AVG AUM / CLIENT
3.6 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
5yrs Firm Age
Insights
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Client Personas
Pioneer Momentum delta
CRM
Fusion Quantum bridge
Custodian
Horizon element Frontier Harbor Oak
Investment Themes
Pathway
Services
Summit vital Insight Ridge horizon Zenith Peak optima Catalyst timber Eagle Legacy value
Technology
Eagle ridge Legacy wave
Owner & Executives
N
NATHAN DUANE OEMING
Financial Advisor, Owner
- CRD
- #4744418
- Ownership
- 75% or more
(708) 912-1927
ember.foundation@frontiercapital.com
in linkedin.com/in/vital-summit
Showing 1 of 1 owners & executives
Unlock allContacts
J
JOHN ALBERT OEMING
--
- CRD
- #858703
(673) 825-5515
harbor.wave@momentumcapital.com
in linkedin.com/in/prime-vertex
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $75,369,560 | -- |
| Non-Discretionary | $0 | -- |
| Total | $75,369,560 | -- |
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Separately Managed Accounts
Total SMA Asset: $75,369,560
Equity - Exchange:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $6,098,007,834 | 100.0% |
| Total | $6,098,007,834 | 100.0% |