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WILLAMETTE VALLEY WEALTH MANAGEMENT, LLC
CRD 311390
3295 TRIANGLE DRIVE, SUITE 200, SALEM, OR, 97302, United States
Phone
503-378-0220
Fax
503-364-1259
Registration
— (—)
Source
State registered
Total AUM
$69.9M
Discretionary AUM
$69.9M
Team
1 total employees; 1 advisory reps; 3 broker-dealer reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-02-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 56 | $15.9M |
| High net worth individuals | 11 | $39.0M |
| Pension/profit sharing plans | 43 | $15.0M |
| Charitable organizations | 1 | $17K |
Official SEC filing: View on IAPD