LETTIN WEALTH MANAGEMENT GROUP, INC.

RIASEC 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 a corporation owned by an individual that positions itself as a capital allocator and advisor focused on financial planning and the selection of other advisers. FINTRX classifies the firm as unclassified and records its fee structure as “other.” The firm is not identified as an active ESG investor, is not listed as a pension consultant, and is not shown as a related adviser. The profile of advisory activities—financial planning plus selection of other advisers—suggests a manager-of-managers approach rather than a single-product, in-house investment lineup.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • ROBERT LETTIN

    Founder and PresidentCRD 1476386

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth