# Wealth NW

> Financial account access and advisor communication tool. (iPhone/iPad app by Wealth Advisors Northwest LLC.)

- Source: https://appshunter.io/ios/app/wealth-nw/id1290290280 (this page in markdown: same URL + `.md`)
- Developer: [Wealth Advisors Northwest LLC](https://appshunter.io/developer/1290290279)
- Category: Finance, Business
- Price: Free
- Rating: 5.00/5 from 1 App Store ratings
- Age rating: 4+
- Requires: iOS 15.6 · 53 MB
- Languages: American English
- Released: 2017-09-29
- Data updated: 2026-06-25
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/wealth-nw/id1290290280/reviews.md

## What is Wealth NW?

The Wealth Advisors Northwest app allows you to view account information, balances and easily connect with your advisor.

## Key features

- View account information
- Check balances
- Connect with advisor
- Secure access


## Frequently asked questions about Wealth NW

### What can I do with Wealth NW?

Wealth NW allows you to view your account information and current balances. You can also easily connect with your financial advisor through the app.

### Is Wealth NW free to use?

Yes, Wealth NW is available for free download and use. There are no charges associated with accessing your account information or connecting with your advisor through the app.

### What devices does Wealth NW support?

Wealth NW is designed for Apple devices, including iPhone, iPad, and iPod. It is not currently available for Android or other operating systems.

### How secure is Wealth NW?

The app is developed by Wealth Advisors Northwest LLC and is rated for ages 4 and up, suggesting a focus on user data protection. Specific security protocols are not detailed, but it is designed for sensitive financial information.

### How often is Wealth NW updated?

The latest version, 5.19.0, was released on May 30, 2025, indicating active development and regular updates to ensure functionality and security.

### What is the user rating for Wealth NW?

Wealth NW has a perfect rating of 5.0 stars based on one review. This suggests a highly positive user experience from its current user base.

### Does Wealth NW have ads?

No, Wealth NW does not contain advertisements. The app is free to use and does not display any promotional content.

## Version history (last 5 releases)

### 5.19.0 — 2025-05-30

- Customized Personal Finances layout within Accounts tab
- Positions renamed to Allocation
- Performance return chevrons
- Repositioned date range calendar selection
- Linking outside accounts
- Minor UI changes and bug fixes

### 5.17.0 — 2025-01-27

- Managed account Performance Details
- Ability to add manual accounts to portal
- Clients may now toggle to Orion related households
- Orion Planning Retirement Details (Monte Carlo, Income & Assumptions)
- Improved navigation to managed personal finances data
- Adviser and firm custom disclosures available in footer
- Document Vault improvements
- Bug Fixes

### 5.14.0 — 2024-09-11

- Custom date selection for in-depth portfolio review
- Users able to toggle between each version of their financial plan
- Planning customers may review behavioral finance results from BeFi20 & PulseCheck
- Managed account daily performance change, sort order, allocation grouping, realized gain/loss and household level transactions can be enabled and viewed in mobile!
- Bug Fixes

### 5.9.0 — 2024-04-11

- Bug fixes
- User experience improvements
- Added functionality to native Document Vault feature

### 5.6.2 — 2023-12-05

- Bug fixes

- User experience improvements

- Added functionality from the web app to the mobile app on our way to creating a cohesive experience from one device to another

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-06-25.*