Nelly Olinda Mubashi
Investment adviser representative at Northwest Asset Management
18 yearsExperience
1 stateRegistered 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
18 years in the industry.
- Nwam, LLC dba Northwest Asset ManagementJan 2020 to now
- Northwest Asset ManagementMar 2010 to now
- Purshe Kaplan SterlingAug 2008 to Jan 2025
- Nwam. LLC dba Northwest Asset ManagementAug 2008 to Dec 2019
Exams passed
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 1 state (WA).
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
- 4708949
- Firm CRD
- 147923