Adam McCollum
Wealth Management Northwest · Pasco, Washington
Adam McCollum is a fee-only financial advisor at Wealth Management Northwest in Pasco, Washington. Wealth Management Northwest reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Wealth Management Northwest |
|---|---|
| Based in | Pasco, Washington |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $10.3M across 54 accounts |
| SEC registration | Investment adviser representative in WA · CRD 6912557 |
| Exams passed | Series 63 (2018) · Series 65 (2019) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Adam's firm compares
- Wealth Management Northwest's average account is about $191,000, from its Form ADV (assets managed divided by 54 accounts).
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Questions about Adam
Is Adam McCollum a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Adam holds no broker registration, and Wealth Management Northwest reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Adam charge for financial advice?
Adam's firm, Wealth Management Northwest, reports charging a percentage of assets on its SEC Form ADV.
Where is Adam McCollum based?
Adam McCollum is based in Pasco, Washington.
Is Adam McCollum registered with the SEC?
Yes. Adam McCollum is registered as an investment adviser representative in WA (CRD 6912557), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Wealth Management Northwest manage?
Wealth Management Northwest reports $10.3M across 54 accounts in assets under management.
How do I contact Adam McCollum?
Contact details aren't on file yet. Search for Wealth Management Northwest.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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