WILLAMETTE VALLEY WEALTH MANAGEMENT, LLC

Overview

Willamette Valley Wealth Management, LLC is an independent RIA focused on fee-based discretionary portfolio management and financial planning for individuals, families and small businesses, with additional pension consulting capabilities. The firm manages a relatively concentrated book of business and allocates client portfolios primarily to public mutual funds as the core building block, while supplementing client exposures with external real estate managers for alternative exposure. They operate under a percentage-of-AUM fee model and do not position themselves as a multi-state or ESG-focused adviser. Investment activity centers on model-driven discretionary accounts and mutual-fund sleeves that provide broad market exposures and simplify implementation for smaller account sizes. For clients seeking diversifying alternatives, the firm routes capital to third‑party real estate managers rather than running direct private investments in-house, consistent with their classification as not acting as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices