Defined Wealth Management, LLC
Firm details
- Headquarters
- Beaverton, Oregon
- CRD number
- 306779
- Registered since
- January 3, 2020
- Website
- definedwm.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI71.69%
- Corporations / Businesses14.52%
- Individuals13.24%
- Pension & Profit Sharing Plans0.54%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Defined Wealth Management, LLC is an independent registered investment adviser organized as an LLC and first registered with the SEC in 2020. The firm is owned by an individual and serves both individual/family and institutional clients, delivering financial planning and discretionary portfolio management for individuals, small businesses, and larger institutions. Fee arrangements include asset-based fees and fixed-fee engagements. The firm reports no active ESG investing program and does not position itself as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities77%
- Public Funds/Mutual Funds10%
- Cash & Cash Equivalents7%
- US Government Bonds5%
- State & Local Bonds1%
Owners & executives
1 of 1
Matthew Swendiman
Chief Executive OfficerCRD 2849367
Contacts
3 of 3
Christopher Hatfield
Managing PartnerCRD 5733146
Joseph Opsahl
Managing PartnerCRD 1257252
Alix Demartino
Director of Financial PlanningCRD 6106527
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 54Active vs passive
$159M in ETFs
80%
$127M
18%
$32.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $10.6M | 15,371 | 6.62% |
Location
Beaverton, OR
Washington
Location
Beaverton, OR
Headquartered in Beaverton, OR, anchoring the Portland-Vancouver-Salem, OR-WA metro in the West.
- Metro area
- Portland-Vancouver-Salem, OR-WA
- Region
- West
- County
- Washington
- Address
- 8625 Sw Cascade Ave
- Time zone
- PT (UTC-8)
- Office locations
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