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44 WEALTH MANAGEMENT LLC
2350 Oakmont Way, Suite 104
Eugene, Oregon 97401
Tel: 541-359-0388
About 44 WEALTH MANAGEMENT LLC
44 WEALTH MANAGEMENT LLC, formally registered with the SEC as 44 WEALTH MANAGEMENT LLC. The firm was established in 07/15/2020. They have over 1 offices throughout the country.
44 WEALTH MANAGEMENT LLC is a Eugene, Oregon based Financial Planning firm with nearly $468,953,240 assets under management, offering retirement planning & investment advisory services to 1197 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 309647 |
| SEC# | 801-119064 |
| Assets Managed by Firm | $468,953,240 |
| No. of Clients | 1197 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1197 | $468,953,240 |
| Individuals (other than high net worth individuals) | 72 | $25,026,523 |
| High net worth individuals | 135 | $379,945,395 |
| Pension and profit sharing plans | 5 | $18,469,774 |
| Charitable organizations | 10 | $2,765,233 |
| Corporations or other businesses | Fewer than 5 clients | $42,746,315 |
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