Oregon Pacific Wealth Management

RIASEC RegisteredEst. 2021

Total AUM

$156M

Discretionary

$155M

99% of AUM

Avg account

$295K

Accounts

530

Employees

Advisory reps

Firm details

Headquarters: Medford, Oregon
CRD number: 283958
Registered since: September 2, 2021
Website: www.oregonpacificwealth.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges
Client types: HNWI50.19%
Individuals45.81%
Charitable Organizations2.55%
Corporations / Businesses0.89%
Pension & Profit Sharing Plans0.56%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Oregon Pacific Wealth Management is an independent RIA organized as an LLC that registered with the SEC in 2021. The firm acts as a capital allocator and serves both individual/family and institutional clients. Its fee model combines a percentage-of-AUM structure with hourly billing. Advisory services listed by the firm include financial planning, portfolio management for individuals and small businesses, selection of other advisers, and pension consulting services. The firm reports an industry affiliation with a banking or thrift institution and does not identify itself as an active ESG investor.