Ankit Vats
Investment adviser representative at Northwest Asset Management
11 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
11 years in the industry.
- Northwest Asset ManagementApr 2026 to now
- Nwam, LLC dba North West Asset ManagementMar 2026 to now
- Richmonks Advisory Services Private LimitedApr 2025 to Mar 2026
- UnemployedMay 2023 to Apr 2025
- Richmonks Advisory Services Private LimitedSep 2022 to May 2023
- UnemployedMay 2019 to Sep 2022
- Empire SandwichesSep 2015 to May 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
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
- 8259028
- Firm CRD
- 147923