NWT Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
NWT Advisors, LLC provides portfolio management, investment advisory, and financial planning services primarily to individual clients and to trusts and estates. The firm manages approximately $18.4 million on a discretionary basis for a small client base (about 45 clients) and tailors recommendations to each client’s objectives, risk tolerance, time horizon, and liquidity needs.
The firm combines a top‑down fundamental process with technical analysis—using seasonal, momentum, and trend‑following indicators—to determine what and when to buy and sell, and it constructs portfolios that may include stocks, bonds, mutual funds, ETFs (including leveraged, inverse, and volatility‑linked funds), and insurance products. NWT offers two style‑managed account programs (an all‑inclusive program that does not charge separate transaction costs and a program where clients pay execution charges), and it provides ongoing plan creation and periodic portfolio reviews.
Notably, several of the firm’s investment professionals hold insurance licenses and the firm may recommend life insurance and annuities as part of financial planning; when insurance is implemented outside the advisory relationship, such sales can result in commission compensation. The firm also uses independent contractors in portfolio management and discloses use of higher‑risk instruments and active market‑timing techniques, features that are less common among similarly sized advisory firms.
Client services
Expertise
Fee options
0.50% to 2.00% annually (negotiable based on account size, complexity, and services)
Account minimum: $25,000
Main office
15315 1st Ave NE Ste 205 B
Duvall WA 98019
Advisors at this office
2
Most active in
Washington
Also doing business as
Nwt Advisors · Nwt Advisors, LLC · Nwt Financial Advisors, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Robert M
CFP®, Series 63
Duvall, WA
NWT Advisors, LLC
Robert Myrick is a Certified Financial Planner® with 24 years of experience and is a principal at NWT Advisors, LLC. He has worked at NWT Advisors since 2011 and also operates a separate income tax preparation practice. In addition to his advisory role, he holds a license as an insurance producer, marketing life insurance and annuity products. NWT Advisors provides money management and investment advisory services to individual and institutional clients, including banks, trusts, charitable organizations, and corporate entities. The firm combines top-down fundamental analysis with technical indicators in its investment process and offers both discretionary portfolio management and strategic advisory services.
Ian H
Series 63, Series 65
Duvall, WA
NWT Advisors, LLC
Ian Hobson is a financial advisor at NWT Advisors, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been with NWT Advisors since 2009. In addition to his advisory role, he is a licensed insurance producer who markets and services life insurance and annuity products. NWT Advisors, LLC provides portfolio management, investment advisory, and financial planning services primarily to individual clients, trusts, and estates. The firm employs a combined top-down fundamental and technical analysis approach to construct tailored portfolios that may include a variety of securities and insurance products.
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