← Back to searchVisit website
44 WEALTH MANAGEMENT LLC
CRD 309647 · SEC 801-119064
2350 OAKMONT WAY, SUITE 104, EUGENE, OR, 97401, United States
Phone
541-359-0388
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$487.4M
Discretionary AUM
$486.6M
Team
5 total employees; 4 advisory reps; 150 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Commissions
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 65 | $15.3M |
| High net worth individuals | 136 | $375.3M |
| Pension/profit sharing plans | 5 | $17.5M |
| Charitable organizations | 15 | $30.3M |
| Corporations/business entities | 10 | $45.1M |
States served
AZ, CA, KY, OR, WA, TX, NH
All web addresses on file
Official SEC filing: View on IAPD