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VESTED WEALTH ADVISORS
PORTLAND, OR
888-492-4570
SEC #801-71941Total AUM
$14.2M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
205 SE SPOKANE STREET
SUITE 386
PORTLAND
OR 97202
United States
SUITE 386
PORTLAND
OR 97202
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Monday - Friday
Phone
888-492-4570
Financials
Total AUM
$14.2M
Accounts
38Discretionary
$0
Accounts
0Non-Discretionary
$14.2M
Accounts
38
Clients
None reported
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
None reported
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.