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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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