1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2OREGON PACIFIC WEALTH MANAGEMENT

Map pinMEDFORD, OR
Phone541-858-0166
NotebookSEC #801-122222
Total AUM
$156.3M
Employees
5
Clients
272

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3250 HILLCREST PARK DRIVE
SUITE 102
MEDFORD
OR 97504
United States
Operating Hours
08:00AM-5:00PM
Monday - Friday
Phone
541-858-0166
Other Offices
1

ReceiptFinancials

Total AUM
$156.3M
Accounts
530
Discretionary
$155.1M
Accounts
527
Non-Discretionary
$1.2M
Accounts
3

ContactClients

View more in analytics →

Individual Clients
229
AUM
$71.6M
HNW Individual Clients
36
AUM
$78.5M
Pension/Profit Sharing Plan Clients
1
AUM
$880.3K
Charitable Organization Clients
3
AUM
$4M
Corporation or Business Clients
3
AUM
$1.4M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ORWA

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account