Catalina Sofia Darnell
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.
- Northwest Asset ManagementJul 2025 to now
- Joey Restaurant GroupMay 2025 to Jun 2025
- Pacific Portfolio Consulting, LLCDec 2024 to Jan 2025
- 3d ConsultingMay 2024 to Aug 2024
- Washington StateAug 2023 to May 2025
- Emerald City SmoothieNov 2021 to Jun 2025
- 520 Bar and GrillMar 2021 to Nov 2021
- The Original Pancake HouseFeb 2021 to Apr 2021
- High SchoolAug 2020 to Jun 2023
- Stabbert Marine & IndustrialMay 2020 to Jun 2020
- StudentMay 2016 to Apr 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 2 states (CO, 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
- 8266002
- Firm CRD
- 147923