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OREGON PACIFIC WEALTH MANAGEMENT
OREGON PACIFIC WEALTH MANAGEMENT, LLC
CRD 283958 · SEC 801-122222
3250 HILLCREST PARK DRIVE, SUITE 102, MEDFORD, OR, 97504, United States
Phone
541-858-0166
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$156.3M
Discretionary AUM
$155.1M
Team
5 total employees; 4 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-01-29
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 229 | $71.6M |
| High net worth individuals | 36 | $78.5M |
| Pension/profit sharing plans | 1 | $880K |
| Charitable organizations | 3 | $4.0M |
| Corporations/business entities | 3 | $1.4M |
States served
OR, WA
All web addresses on file
Official SEC filing: View on IAPD