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WEALTH MANAGEMENT, INC.
WILSONVILLE, OR
503.682.8888
SEC #801-62149Total AUM
$44.3M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
8655 SW CITIZENS DRIVE
#108
WILSONVILLE
OR 97070
United States
#108
WILSONVILLE
OR 97070
United States
Operating Hours
8:30 AM - 4:30 PM
Monday - Friday
Monday - Friday
Phone
503.682.8888
Financials
Total AUM
$44.3M
Accounts
56Discretionary
$43.1M
Accounts
55Non-Discretionary
$1.2M
Accounts
1
Clients
None reported
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
OR
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.