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- Custodian
- Charles Schwab & Company · Nationwide · Security Benefit
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-11-2016
- Office Locations
- 1
Office Locations
About Wealth Advisors NW
Wealth Advisors Northwest is a Portland, OR RIA delivering collaborative, goals-based planning through a “Round Table” team approach that gives clients direct access to the professionals on their plan. The firm provides financial, investment, tax, and estate planning (coordinating with clients’ estate attorneys) and builds personalized, diversified strategies to help individuals and entrepreneurs reach specific milestones; custody support includes Schwab.
Team overview
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CRM
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Investment Themes
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Owner & Executives
LILIANE SONIA MENEZES
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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DIRK PHILIPPUS MARTI CONRADIE
Senior Financial Advisor
- CRD
- #6014040
PIETER KAI CONRADIE
--
- CRD
- #7557517
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $352,068,723 | $305,350 |
| Non-Discretionary | $2,185,759 | $2,185,759 |
| Total | $354,254,482 | $306,980 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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