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LOOKAHEAD WEALTH LLC
CRD 285724
1980 WILLAMETTE FALLS DRIVE, SUITE 260, WEST LINN, OR, 97068, United States
Phone
503.832.0165
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$45.4M
Discretionary AUM
$45.4M
Team
2 total employees; 2 advisory reps
Clients
11-25
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-05-29
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 112 | $12.7M |
| High net worth individuals | 87 | $32.7M |
All web addresses on file
Official SEC filing: View on IAPD