Tyler
Johnson

Wealth Advisors Nw

CRD#6423340
Investment Advisor
in Portland, OR

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About this Advisor

Tyler Johnson is a financial advisor operating out of Portland, Oregon with a total of 7 years of industry experience. Johnson is an advisor for Wealth Advisors Nw. Over the course of their career, Johnson has held roles at Roi Financial Advisors, LLC, Roi Financial and Wealth Advisors Northwest LLC. Johnson maintains a Series 65 license, which qualifies them as an investment advisor representative, and is able to advise clients in California, Oregon, Texas and Washington. Wealth Advisors Nw is a company that has its headquarters in Portland, OR. The firm has a total of seven advisors. It handles $205 million in assets under management between its 1,009 client accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. Of its 1,009 accounts, 22% are held by high-net-worth investors who have at least $1 million in assets. The firm has a wide assortment of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and other services. Financial management fee schedules typically depend on the services. However, fee types charged by Wealth Advisors Nw most likely consist of asset-based and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

7 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Other

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

9400 Sw Barnes Rd. Suite 309
Portland, OR 97225

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Wealth Advisors Nw Brokerage Details

Total Assets Under Management

$204,705,009

OR Average: $1,120,203,312
Total Number of Employees

7

OR Average: 50
Total Number of Accounts

1,009

OR Average: 1,309
Average Account Size

$202,879

OR Average: $855,770

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Other

Tyler Johnson Work History

Tyler has been registered as a financial advisor for 7 years.*

2016 - Present (8 years)

Wealth Advisors Northwest LLC

2015 - 2016 (1 year)

Roi Financial

2012 - 2016 (4 years)

Roi Financial Advisors, LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Tyler Johnson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Wealth Advisors Nw

Britton Wellington
Portland, OR
Dirk Conradie
Portland, OR
Toby Wolfe
Portland, OR
Geoffrey Dougall
Portland, OR
Tyler Johnson
Portland, OR

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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