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Building 2DEFINED WEALTH MANAGEMENT, LLC

Map pinBEAVERTON, OR
Phone503-444-7895
NotebookSEC #801-117859
Total AUM
$254M
Employees
4
Clients
154

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8625 SW CASCADE AVE.
SUITE 410
BEAVERTON
OR 97008
United States
Operating Hours
7AM - 4PM
Monday - Friday
Phone
503-444-7895

ReceiptFinancials

Total AUM
$254M
Accounts
557
Discretionary
$252.6M
Accounts
556
Non-Discretionary
$1.4M
Accounts
1

ContactClients

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Individual Clients
93
AUM
$33.6M
HNW Individual Clients
44
AUM
$182.1M
Pension/Profit Sharing Plan Clients
4
AUM
$1.4M
Corporation or Business Clients
13
AUM
$36.9M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOORTXWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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