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ERLANDSON WEALTH MANAGEMENT
ERLANDSON WEALTH MANAGEMENT, LLC
CRD 157724 · SEC 801-72502
14780 SW OSPREY DRIVE, SUITE 320, BEAVERTON, OR, 97007, United States
Phone
503-746-9275
Fax
503-536-6844
Registration
— (—)
Source
State registered
Total AUM
$67.7M
Discretionary AUM
$0
Team
2 total employees; 2 advisory reps; 28 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 92 | $36.3M |
| High net worth individuals | 47 | $31.4M |
All web addresses on file
Official SEC filing: View on IAPD