44 Wealth Management LLC

RIASEC RegisteredEst. 2020
Total AUM
$487M
Discretionary
$487M
100% of AUM
Avg account
$414K
Accounts
1,176
Employees
5
Advisory reps
6

Firm details

Headquarters
Eugene, Oregon
CRD number
309647
Registered since
July 15, 2020
Website
44wealth.com
Custodians
FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM, Commissions
Client types
  • HNWI77%
  • Corporations / Businesses9.25%
  • Charitable Organizations6.22%
  • Pension & Profit Sharing Plans3.59%
  • Individuals3.14%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

44 Wealth Management LLC is an independent, owner-run RIA organized as an LLC. The firm is registered with the SEC (registered in 2020) and describes itself as a capital allocator serving both individual/family and institutional clients. Its advisory services include financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, and the selection of other advisers. The firm also operates as an insurance broker and charges fees on a percentage-of-AUM basis as well as commissions. 44 Wealth Management is not identified as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 67%, Public Funds/Mutual Funds 14%, Private Funds 10%, US Government Bonds 6%, State & Local Bonds 1%67%
  • Exchange Traded Equities67%
  • Public Funds/Mutual Funds14%
  • Private Funds10%
  • US Government Bonds6%
  • State & Local Bonds1%

Owners & executives

3 of 3
  • Blaine Werner

    Blaine Werner

    Founder & CEOCRD 842147

  • Larry Nakamura

    Larry Nakamura

    VP, Chief Compliance OfficerCRD 2358794

  • Jennifer Lane

    Co-Founder and COOCRD 1070351

Contacts

3 of 3
  • Holly Matus

    Holly Matus

    Registered Client AssociateCRD 6562076

  • Margo Werner

    Margo Werner

    Financial AdvisorCRD 6665263

  • John Mullen

    Wealth Management Seasonal Client AssociateCRD 7885111

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 11

Active vs passive

$14.6M in ETFs

Passive

34%

$5M

Active

64%

$9.6M

ETFProviderStyleCategoryValueShares% of portfolio
SPDR GOLD TRUST (GLD)State StreetPassiveCommodities Focused$3.9M10,67526.89%
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Location

Primary office

Eugene, OR

Lane

Location

Eugene, OR

Headquartered in Eugene, OR, in the West of the United States.

Region
West
County
Lane
Address
2350 Oakmont Way
Time zone
PT (UTC-8)
Office locations

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