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SOMERSET WEALTH MANAGEMENT, LLC
CRD 170213
4600 S KELLY AVENUE, PORTLAND, OR, 97239, United States
Phone
503-595-1333
Fax
503-595-3014
Registration
— (—)
Source
State registered
Total AUM
$17.3M
Discretionary AUM
$17.3M
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 27 | $1.5M |
| High net worth individuals | 49 | $15.8M |
Official SEC filing: View on IAPD