Alice Tweit
Investment adviser representative at West Invest
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$304.5MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Northwest Wealth Advisors, LLCNov 2023 to now
- West InvestNov 2023 to now
- LPLMar 2022 to now
- LPL Financial - Peoples InvestmentsFeb 2022 to Nov 2023
- People's BankFeb 2022 to Nov 2023
- Bank of America, N.A.May 2020 to Feb 2022
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMar 2020 to Feb 2022
- Northwestern Mutual Investment Services LLCAug 2019 to Mar 2020
- Northwestern Mutual Life Insurance CompanyJun 2019 to Mar 2020
- Northwestern MututalFeb 2019 to Feb 2020
- Hunnicutts IncJun 2017 to Apr 2019
- Western Washington UniversityJan 2013 to Dec 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (WA).
West Invest
Legal name: Northwest Wealth Advisors, LLC
$304.5MAssets managed
691Clients
7Advisers
3 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
- 7125389
- Firm CRD
- 327641