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, individual-owned registered investment adviser that began SEC registration in 2020. The firm serves both individual/family and institutional clients, delivering financial planning and discretionary portfolio management for individuals, small businesses, and institutions. Its fee arrangements include AUM-based fees and fixed fees. The firm does not position itself as an ESG-focused investor, and it is not identified as a multi-state adviser or a pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 54Active vs passive
$159M in ETFs
80%
$128M
17%
$31.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD S&P 500 ETF (VOO) | Vanguard | Passive | Large Blend | $10.8M | 15,420 | 6.80% |
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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