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WILLAMETTE FINANCIAL ADVISORS, LLC

CRD 173482 · SEC 801-112193

Visit website

6650 SW REDWOOD LANE, SUITE 310, SUITE 310, PORTLAND, OR, 97224, United States

Phone

503-747-0306

Fax

503-459-0541

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$117.5M

Discretionary AUM

$110.8M

Team

3 total employees; 2 advisory reps

Clients

0

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-02-04

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars

Client types

TypeClientsAUM
Individuals168$53.1M
High net worth individuals33$64.4M

States served

CA, ID, IL, LA, OR, WA, TX, FL

All web addresses on file

Official SEC filing: View on IAPD