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HORST & GRABEN WEALTH MANAGEMENT, LLC
CRD 297368 · SEC 801-113498
6600 SW 92ND AVE, SUITE 210, PORTLAND, OR, 97223, United States
Phone
503-342-8900
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$920.1M
Discretionary AUM
$839.3M
Team
10 total employees; 4 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)EDUCATIONAL CLASSES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1082 | $313.5M |
| High net worth individuals | 217 | $537.5M |
| Pension/profit sharing plans | 12 | $68.1M |
States served
AZ, CA, ID, MT, OR, WA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD