Unclaimed Profile

Adam David Cornwell

NORTH RIDGE WEALTH ADVISORS, INC.·BEAVERTON, Oregon

Series 6519 years registeredNORTH RIDGE WEALTH ADVISORS, INC.

8285 SW NIMBUS AVENUE, BEAVERTON, OR 97008CRD# 5205151Firm CRD# 157516

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Adam David Cornwell · BEAVERTON, OR

Registration

CRD #5205151 · NORTH RIDGE WEALTH ADVISORS, INC. · 19 years registered

Brand Profile

Not yet started

Career History

SAVANT WEALTH MANAGEMENT

May 2026 – present

NORTH RIDGE

Nov 2014 – Jun 2026

BEAVERTON, OR

VISTA CAPITAL PARTNERS, INC.

Sep 2006 – Apr 2014

PORTLAND, OR

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · September 12, 2006

Years registered · 19

Disclosure History

2023Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

NORTH RIDGE WEALTH ADVISORS, INC.

CRD 157516 · SEC 801-121589

AUM

$164M

Regulatory assets under management

Employees

543 client accounts

Services offered by NORTH RIDGE WEALTH ADVISORS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at NORTH RIDGE WEALTH ADVISORS, INC. →

Introduction

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Frequently Asked Questions

What services does Adam David Cornwell offer?

Adam David Cornwell specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in BEAVERTON, Oregon for a consultation.

What are Adam David Cornwell's credentials?

Adam David Cornwell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Adam David Cornwell located?

Adam David Cornwell is based in BEAVERTON, Oregon, working with NORTH RIDGE WEALTH ADVISORS, INC.. Their office serves clients in the BEAVERTON metropolitan area and surrounding communities.

How does Adam David Cornwell charge for services?

Adam David Cornwell's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is NORTH RIDGE WEALTH ADVISORS, INC.?

NORTH RIDGE WEALTH ADVISORS, INC. has approximately 4 employees and manages $164M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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