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OREGON PACIFIC WEALTH MANAGEMENT
3250 Hillcrest Park Drive
Suite 102
Medford, Oregon 97504
Tel: 541-858-0166
About OREGON PACIFIC WEALTH MANAGEMENT
OREGON PACIFIC WEALTH MANAGEMENT, formally registered with the SEC as OREGON PACIFIC WEALTH MANAGEMENT. The firm was established in 09/02/2021. They have over 2 offices throughout the country.
OREGON PACIFIC WEALTH MANAGEMENT is a Medford, Oregon based Financial Planning firm with nearly $174,925,372 assets under management, offering retirement planning & investment advisory services to 556 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 283958 |
| SEC# | 801-122222 |
| Assets Managed by Firm | $174,925,372 |
| No. of Clients | 556 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 556 | $174,925,372 |
| Individuals (other than high net worth individuals) | 513 | $77,290,672 |
| High net worth individuals | 36 | $91,909,878 |
| Charitable organizations | 5 | $4,326,751 |
| Corporations or other businesses | 2 | $1,398,071 |
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