Emily
Schultz

Northwest Wealth Advisors

CRD#7352564
Investment Advisor
in Bellingham, WA

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About this Advisor

Emily Schultz is a financial advisor based in Bellingham, Washington, working with Northwest Wealth Advisors. Emily has previously held positions at West Invest, Whatcom County, Anderson Paper & Packaging, Banner Bank, Dr. Denis Holmes Office, Lpl Financial LLC, and Northwest Wealth Advisors, LLC. Emily has passed the Series 66 regulatory exam and is registered to provide services in Washington. Currently, Emily is part of Northwest Wealth Advisors, which operates out of Bellingham, Washington. The firm has 5 employees and manages assets totaling $152.3 million. The firm serves high-net-worth clients and offers services including financial planning and portfolio management for individuals and small businesses. The fee structure at Northwest Wealth Advisors includes asset-based and fixed fees.

Certifications and Registrations

Series 66

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

1801 F Street
Bellingham, WA 98225

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Northwest Wealth Advisors Brokerage Details

Total Assets Under Management

$152,263,001

WA Average: $3,566,627,242
Total Number of Employees

5

WA Average: 46
Total Number of Accounts

954

WA Average: 1,499
Average Account Size

$159,605

WA Average: $2,379,338

Investment Advisory Services

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

Emily Schultz Work History

2023 - Present (1 year)

Northwest Wealth Advisors, LLC

2021 - Present (3 years)

West Invest

2021 - Present (3 years)

Lpl Financial LLC

2018 - 2021 (3 years)

Whatcom County

2016 - 2018 (2 years)

Anderson Paper & Packaging

2014 - 2016 (2 years)

Banner Bank

2014 - 2014 (< 1 year)

Dr. Denis Holmes Office

2014 - 2016 (2 years)

N/A

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Emily Schultz 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 Northwest Wealth Advisors

Emily Schultz
Bellingham, WA
Lavelle West
Bellingham, WA
Alice Tweit
Bellingham, WA
Lamar West
Bellingham, WA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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