PNW Asset Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
PNW Asset Management serves individuals (including high‑net‑worth clients), trusts, estates and charitable organizations, providing discretionary portfolio management and both comprehensive and hourly financial planning. The firm operates as a fee‑only adviser and implements client portfolios through third‑party custodians.
The firm follows a strategic asset allocation, asset‑class investing approach implemented mainly with mutual funds and ETFs, emphasizing tax efficiency through low‑turnover funds and opportunistic tax‑loss harvesting rather than market timing. Portfolios span cash, fixed income, domestic and international equities and REITs, and the firm may maintain linked but unmanaged accounts for client‑held positions that are not under its discretion.
Compared with many peers, PNW Asset Management uses a proprietary Cashflow Fingerprint model (licensed through an affiliated company) to model historical outcomes and help set appropriate portfolio risk exposures, a practice the firm discloses as part of its planning process. The brochure also notes several operational distinctions: the firm leaves proxy voting to clients, does not participate in wrap‑fee programs, and relies on institutional custodian relationships that provide technology and support services — arrangements it monitors and discloses as potential conflicts.
Client services
Expertise
Fee options
$2,500 flat fee for stand-alone comprehensive financial plan (based on approximately 10 hours)
$0 - $500,000: 1.00% $500,001 - $1,000,000: 0.95% $1,000,001 - $2,000,000: 0.90% $2,000,001 - $3,000,000: 0.80% $3,000,001 - $4,000,000: 0.70% $4,000,001 - $5,000,000: 0.60% $5,000,001 - $6,000,000: 0.50% $6,000,001 - $7,000,000: 0.40% $7,000,001 - $8,000,000: 0.30% $8,000,001+: 0.20%
Financial planning hourly consultation fees (not specifically quantified in brochure)
Account minimum: $2,500 minimum annual fee (waivable) Minimum fee: $2,500 minimum annual fee, waivable at firm's discretion Fee-only: Investment management fees based on tiered schedule; $2,500 minimum annual fee; flat fee option possible and negotiable
Main office
2033 Sixth Ave., Ste. 815
Seattle WA 98121
Advisors at this office
3
Most active in
California · New Mexico · Tennessee · Washington
Also doing business as
Affluent Boomer Enterprises, LLC · Pacific Northwest Asset Management · Pacific Northwest Asset Management, LLC · Pnw Asset Management
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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
Mackenzie W
Series 65
Seattle, WA
PNW Asset Management
Mackenzie Wamble is a financial advisor with PNW Asset Management in Seattle, WA, holding a Series 65 designation and starting their advisory career in 2024. Prior to joining PNW Asset Management, Mackenzie worked at Brooklyn Legal Services Corp. A, Nordstrom, and the U.S. State Department. PNW Asset Management provides discretionary portfolio management and financial planning services to individuals, trusts, estates, and charitable organizations. The firm emphasizes strategic asset allocation using mutual funds and ETFs, with a focus on tax efficiency and employs a proprietary Cashflow Fingerprint model to assist in setting portfolio risk exposures.
Michael B
CFA®, Series 63
Seattle, WA
PNW Asset Management
Michael Bowers is a CFA® charterholder with 14 years of industry experience. He has been with PNW Asset Management since 2015 and also worked at FSG Wealth Advisors, LLC. Based in Seattle, WA, he holds a Series 63 license. PNW Asset Management serves individuals, trusts, estates, and charitable organizations with discretionary portfolio management and financial planning. The firm employs a strategic asset allocation approach using mutual funds and ETFs, emphasizing tax efficiency and a proprietary Cashflow Fingerprint model to guide portfolio risk.
Stuart M
Series 63, Series 65
Seattle, WA
PNW Asset Management
Stuart Mcgehee is a financial advisor at PNW Asset Management with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at National Financial Strategy Group, LLC since 2012. Outside of advising, he owns a digital media and web design company and co-owns a luxury treehouse rental near Mt. Rainier. PNW Asset Management serves individuals, trusts, estates, and charitable organizations with discretionary portfolio management and financial planning. The firm uses a strategic asset allocation approach focusing on tax efficiency and employs a proprietary Cashflow Fingerprint model to help set portfolio risk exposures.
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