DEFINED WEALTH MANAGEMENT, LLC

8625 Sw Cascade Ave.
Suite 410
Beaverton, Oregon 97008
Tel: 503-444-7895

About DEFINED WEALTH MANAGEMENT, LLC

DEFINED WEALTH MANAGEMENT, LLC, formally registered with the SEC as DEFINED WEALTH MANAGEMENT, LLC. The firm was established in 01/03/2020. They have over 1 offices throughout the country.

DEFINED WEALTH MANAGEMENT, LLC is a Beaverton, Oregon based Financial Planning firm with nearly $197,260,210 assets under management, offering retirement planning & investment advisory services to 501 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	306779
SEC#	801-117859
Assets Managed by Firm	$197,260,210
No. of Clients	501
No. of Advisors	4

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	501	$197,260,210
Individuals (other than high net worth individuals)	167	$16,816,371
High net worth individuals	290	$152,549,400
Charitable organizations	14	$2,278,844
Corporations or other businesses	30	$25,615,595

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STANCORP INVESTMENT ADVISERS, INC. 1100 Sw Sixth Avenue, P9 Portland, OR, 97204	$34,385,256,113	126310	112
GOVERNMENT PORTFOLIO ADVISORS LLC 6650 Sw Redwood Lane, Suite 365 Portland, OR, 97224	$25,897,235,362	73	9
JENSEN INVESTMENT MANAGEMENT INC. 5500 Meadows Road, Suite 200 Lake Oswego, OR, 97035-3623	$13,438,401,059	431	41
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC. 888 Sw 5th Ave Ste 1200 Portland, OR, 97204	$8,394,137,837	4068	60
NORTHWEST CAPITAL MANAGEMENT INC. 1 Centerpointe Drive, Suite 115 Lake Oswego, OR, 97035	$6,856,132,947	1409	17

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