$18.4M Total AUM
$18.4M Disc. AUM
-- 3Y CAGR
2 Employees
45 ADV. Clients
16 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Trade-PMR
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-16-2009
- Office Locations
- 1
Office Locations
15315 1ST AVE NE STE 205b Duvall WA
About NWT Advisors, LLC
NWT Advisors, LLC is a Duvall, WA-based retail RIA providing financial planning alongside insurance/annuity guidance. Portfolios lean heavily on ETFs, with cash and investment-grade corporate bonds also used. Founder-led by CEO/Investment Advisor Ian Matthew Hobson; uses custodians such as First Clearing and Trade-PMR.
Team overview
-- AVG AGE
$9.2M AVG AUM / ADVISOR
$407.9K AVG AUM / CLIENT
15.9 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
16yrs Firm Age
Insights
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Asset Classes
Quantum matrix Foundation
Investment Themes
Capital Pioneer Crest quantum
Investment Vehicles
Horizon horizon
Services
Glacier optima Momentum capital Glacier quantum Ridge Crest
Owner & Executives
I
IAN MATTHEW HOBSON
Chief Executive Officer, Investment Advisor
- CRD
- #5254322
- Ownership
- 75% or more
(797) 673-9011
capital.element@foundationcapital.com
in linkedin.com/in/ember-oak
Showing 1 of 1 owners & executives
Unlock allContacts
ROBERT MORGAN MYRICK
CFP®
- CRD
- #1289814
(389) 358-6859
frontier.ember@meridiancapital.com
in linkedin.com/in/signal-legacy
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $18,356,822 | -- |
| Non-Discretionary | $0 | -- |
| Total | $18,356,822 | -- |
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Separately Managed Accounts
Total SMA Asset: $18,356,822
Equity - Exchange:
38.9% Cash:
11.7% Corporate - Investment Grade:
49.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,331,029,867 | 38.9% |
| Cash | $1,001,877,878 | 11.7% |
| Corporate - Investment Grade | $4,230,151,040 | 49.4% |
| Total | $8,563,058,785 | 100.0% |