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

Building 2AKT WEALTH ADVISORS, LLC

Map pinLAKE OSWEGO, OR
Phone503-620-5329
NotebookSEC #801-57957
Total AUM
$270M
Employees
31
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5665 SW MEADOWS RD
SUITE 200
LAKE OSWEGO
OR 97035
USA
Operating Hours
8-5
Monday - Friday
Phone
503-620-5329

ReceiptFinancials

Total AUM
$270M
Accounts
700
Discretionary
$262M
Accounts
675
Non-Discretionary
$8M
Accounts
25

ContactClients

View more in analytics →

None reported

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CAORWA

HandshakeAffiliates

View all affiliates →

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

Feature requires an account