Oregon Pacific Wealth Management

RIASEC Registered

Total AUM

$156M

Discretionary

$155M

99% of AUM

Avg account

$295K

Accounts

530

Employees

5

Advisory reps

5

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 registered investment adviser that provides financial planning, portfolio management for individuals and small businesses, pension consulting and selection-of-advisers services. The firm is SEC registered (registered in 2021) and describes itself as a capital allocator that serves individual and family clients as well as institutional accounts. Its fee model combines a percentage-of-AUM advisory fee with hourly billing for certain services. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds66%
Exchange Traded Equities20%
Cash & Cash Equivalents8%
US Government Bonds3%
State & Local Bonds1%

Owners & executives

Contacts

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 90

Active vs passive

$110M in ETFs

Passive

39%

$43.1M

Active

29%

$66.8M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
ASTORIA US QUALITY GROWTH KINGS ETF (GQQQ)				$11M	304,371	9.99%

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Primary office

Medford, OR

Jackson

Location

Medford, OR

Headquartered in Medford, OR, anchoring the Medford-Grants Pass, OR metro in the West.

Metro area: Medford-Grants Pass, OR
Region: West
County: Jackson
Address: 3250 Hillcrest Park Dr
Time zone: PT (UTC-8)
Office locations

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