Joseph Webster Peters
Investment adviser representative at Northwest Asset Management
14 yearsExperience
2 statesRegistered in
$4.1BFirm assets
18 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
14 years in the industry.
- Northwest Asset ManagementNov 2021 to now
- Nwam, LLC dba Northwest Asset ManagementNov 2021 to now
- Brew Ventures, LLCFeb 2013 to now
- UBS Financial Services Inc.Mar 2012 to Nov 2021
Exams passed
- Series 66 · Uniform Combined State Law1998
State registrations
Registered as an investment adviser representative in 2 states (OH, TX).
Northwest Asset Management
Legal name: Nwam, LLC
$4.1BAssets managed
2,776Clients
61Advisers
18 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3013731
- Firm CRD
- 147923