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OSWEGO PRIVATE WEALTH MANAGEMENT
OSWEGO PRIVATE WEALTH MANAGEMENT LLC
CRD 317174
5335 MEADOWS ROAD, SUITE 375, LAKE OSWEGO, OR, 97035, United States
Phone
503-931-8104
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$60.5M
Discretionary AUM
$60.5M
Team
1 total employees; 1 advisory reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 57 | $60.5M |
All web addresses on file
Official SEC filing: View on IAPD