Lettin Wealth Management Group, Inc.

RIAState Registered
Total AUM
—
Avg account
$0
Accounts
0
Employees
3
Advisory reps
1

Firm details

Headquarters
Lake Oswego, Oregon
CRD number
149116
Fee structure
Other
Services
Financial PlanningSelection of Other Advisers

Firm profile

FINTRX

Overview

Lettin Wealth Management Group, Inc. is organized as a corporation and is identified in the source data as an individual-owned advisory firm that provides financial planning and the selection of outside advisers for client portfolios. The firm is flagged as a capital allocator, which indicates it places client assets with third‑party managers or funds rather than exclusively managing all assets in‑house. The dataset lists state registrations in Colorado, Oregon and Washington. The firm does not identify itself as an active ESG investor and its public classification is unclassified. Fee arrangements are listed as "Other," suggesting nonstandard or customized billing structures.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

1 of 1
  • Robert Lettin

    Robert Lettin

    Founder and PresidentCRD 1476386

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Lake Oswego, OR

Clackamas

Location

Lake Oswego, OR

Headquartered in Lake Oswego, OR, anchoring the Portland-Vancouver-Salem, OR-WA metro in the West.

Metro area
Portland-Vancouver-Salem, OR-WA
Region
West
County
Clackamas
Address
17685 Sw 65th Ave
Time zone
PT (UTC-8)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth