Northwest Asset Management

Overview

Northwest Asset Management is an SEC registered investment adviser based in Mercer Island, WA, registered since 2008. It reports $4.1B in assets under management across 9,090 accounts, with 62 employees. It has 61 investment adviser representatives.

Reported AUM

$4.1B

Discretionary

71%

Accounts

9,090

Average account

$455K

Employees

62

Advisory reps

61

Registered since

2008

Jurisdictions

40

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Financial Planning
• Individuals or Small Business
• Other Advisory Services
• Pension Consulting

Client types

• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Other clients

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 3 of 3

• Nelly Olinda Mubashi Chief Executive Officer, Chief Compliance Officer CRD 4708949
• Gregory Allen Headrick Managing Member CRD 2270615
• Mahum Raza Prasad Chief Operating Officer CRD 6317849

Advisory reps 3 of 61

• Damian Seth Aldridge Investment Adviser Rep CRD 6837424
• Joanna Simmons Aldridge Insurance Agent · Investment Adviser Rep CRD 4339629
• Noura Marie Alsheikh Investment Adviser Rep CRD 4917381

58 more advisory reps, with emails, phones and branch locations

Location

Headquarters

2835 82nd Ave SE Ste 100
Mercer Island, WA 98040

County

King

Metro area

Seattle-Tacoma-Bellevue, WA

Region

West

Registrations

• SEC registered
• Registered in 40 jurisdictions
• Website: nwasset-fsg.com

Every state, with registration dates

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