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Joie Hurtado-wyatt

Investment adviser representative at Northwest Asset Management
10 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

10 years in the industry.

  1. Northwest Asset ManagementFeb 2025 to now
  2. Nwam, LLC dba Northwest Asset ManagementJan 2022 to now
  3. Absolute Independent Living ServiceMar 2020 to Nov 2021
  4. UberJul 2018 to Feb 2020
  5. Athens AdministratorsSep 2016 to Jun 2018

Exams passed

  • Series 65 · Uniform Investment Adviser Law2025

State registrations

Registered as an investment adviser representative in 2 states (CA, 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
7976572
Firm CRD
147923
Advisor's SEC record (opens in a new tab)
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