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Drake Dunlap

Investment adviser representative at Wealth Advisors Nw
10 yearsExperience
5 statesRegistered in
$354.3MFirm assets
5 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 assetsFixed 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. Wealth Advisors Northwest LLCJun 2026 to now
  2. Wealth Advisors NwJun 2026 to now
  3. TravelingApr 2026 to May 2026
  4. UnemployedJul 2025 to Mar 2026
  5. Rose City GolfSep 2024 to Jun 2025
  6. MathnasiumOct 2023 to Aug 2024
  7. Private Math TutoringAug 2023 to Jun 2025
  8. Was UnemployedJun 2016 to Sep 2023

Exams passed

  • Series 65 · Uniform Investment Adviser Law2026

State registrations

Registered as an investment adviser representative in 5 states (CA, CO, OR, TX, WA).

Wealth Advisors Nw

Legal name: Wealth Advisors Northwest LLC

$354.3MAssets managed
304Clients
7Advisers
5 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
8305445
Firm CRD
284468
Advisor's SEC record (opens in a new tab)
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