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HORST & GRABEN WEALTH MANAGEMENT, LLC

6600 Sw 92nd Ave
Suite 210
Portland, Oregon 97223
Tel: 503-342-8900

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About HORST & GRABEN WEALTH MANAGEMENT, LLC

HORST & GRABEN WEALTH MANAGEMENT, LLC, formally registered with the SEC as HORST & GRABEN WEALTH MANAGEMENT, LLC. The firm was established in 06/27/2018. They have over 2 offices throughout the country.

HORST & GRABEN WEALTH MANAGEMENT, LLC is a Portland, Oregon based Financial Planning firm with nearly $649,922,265 assets under management, offering retirement planning & investment advisory services to 2482 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#297368
SEC#801-113498
Assets Managed by Firm$649,922,265
No. of Clients2482
No. of Advisors7

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other (EDUCATIONAL CLASSES)

Firm Client Information

No. of ClientsAUM
Firm Total2482$649,922,265
Individuals (other than high net worth individuals)974$281,988,720
High net worth individuals137$304,078,060
Pension and profit sharing plans16$61,390,243
Charitable organizationsFewer than 5 clients$1,587,102
Corporations or other businessesFewer than 5 clients$878,140

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