TrueAdvisor
TrueAdvisor
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BG

Bryan Cross Gould

Northwest Asset Management
18 Years of Experience
Sells Insurance
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Northwest Asset Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
54 advisors
Number of Clients
3,032 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$3.6B

Fee Structure

Location

19800 MacArthur Boulevard, Suite 300, Irvine, CA, 92612

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Bryan is a licensed insurance agent in California since 2007.

Employment History
Current Registrations
Ultra Advisory Group
November 2025 - Present · 3 mos
Northwest Asset Management
August 2019 - Present · 6 yrs 6 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
October 2015 - September 2019 · 3 yrs 11 mos
Wells Fargo Clearing Services, LLCBroker
October 2015 - September 2019 · 3 yrs 11 mos
Morgan Stanley
July 2009 - November 2015 · 6 yrs 4 mos
Morgan StanleyBroker
July 2009 - November 2015 · 6 yrs 4 mos
UBS Financial Services INC.
May 2007 - August 2009 · 2 yrs 3 mos
UBS Financial Services INC.Broker
May 2007 - August 2009 · 2 yrs 3 mos
State Registrations2 states
CATX
Advisor
Exams
No exam information available for this advisor.