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DEFINED WEALTH MANAGEMENT, LLC
CRD 306779 · SEC 801-117859
8625 SW CASCADE AVE., SUITE 410, BEAVERTON, OR, 97008, United States
Phone
503-444-7895
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$254.0M
Discretionary AUM
$252.6M
Team
4 total employees; 3 advisory reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 93 | $33.6M |
| High net worth individuals | 44 | $182.1M |
| Pension/profit sharing plans | 4 | $1.4M |
| Corporations/business entities | 13 | $36.9M |
States served
CA, CO, OR, WA, TX
All web addresses on file
Official SEC filing: View on IAPD