MW
Mackenzie Wamble
PNW ASSET MANAGEMENT
SEATTLE, WA 98121
Some features on this profile are disabled
CRD#: 8301477
MW
Mackenzie WamblePNW ASSET MANAGEMENT
Professional summary
Mackenzie Wamble is a registered financial advisor currently at PNW ASSET MANAGEMENT located in Seattle, Washington.
Mackenzie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Mackenzie has worked at 1 firm and has passed the Series 65 exam.
At a Glance
Always Fiduciary
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Mackenzie Wamble's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
June 22, 2026 - Present
PNW ASSET MANAGEMENT
Office #1: 2033 Sixth Ave., Ste. 815, Seattle, WA 98121RIA
CRD#: 172429
SEATTLE, WA
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(6/22/2026)
IAR
New Mexico(6/23/2026)
IAR
Tennessee(6/22/2026)
IAR
Washington(6/22/2026)
Current Firm
PA
PNW ASSET MANAGEMENT
AFFLUENT BOOMER ENTERPRISES, LLC | PNW ASSET MANAGEMENT | PACIFIC NORTHWEST ASSET MANAGEMENT, LLC | PACIFIC NORTHWEST ASSET MANAGEMENT
CRD#: 172429 / SEC#:
California
Registered Investment Advisory firm - (3/21/2019 Approved)New Mexico
Registered Investment Advisory firm - (7/24/2023 Approved)Tennessee
Registered Investment Advisory firm - (4/29/2025 Approved)Washington
Registered Investment Advisory firm - (11/10/2014 Approved)Loading...
Contact information
Main Address
2033 Sixth Ave., Ste. 815, Seattle, WA 98121
Mailing Address
Phone number
(206) 259-0575
Established
Firm type
Fiscal year end
# of Employees
3
Regulatory assets under management
| Total Number of Accounts | 78 |
| AUM (Assets Under Management) | $ 105,308,070 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
