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| Keyboard |
| Defined Wealth Management LLC
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|---|---|
| CRD # | 306779 |
| SEC # | 801-117859 |
| CIK # | 0001849518 |
| AUM | 254.0 M (2026-06-29) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 503-444-7895 |
| Address | 8625 SW Cascade Ave Beaverton, OR 97008 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Broadcom Inc | 3.8 | ||
| Apple Inc | 3.0 | ||
| J P Morgan Chase & Co | 2.2 | ||
| Microsoft Corp | 1.6 | ||
| Global MOFY Metaverse Ltd | 1.5 | ||
| Sempra Energy | 1.4 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 93 | 33.6 |
| (b) Individuals (high net worth individuals) | 44 | 182.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 4 | 1.4 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 13 | 36.9 |
| (n) Other | 0 | 0.0 |
| Total | 557 | 254.0 |
| By Discretionary | ||
| Discretionary | 556 | 252.6 |
| Non-Discretionary | 1 | 1.4 |
| Total | 557 | 254.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 254.0 | |
| Total | 557 | 254.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001849518] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Blacktower Financial Management US LLC
✚
|
FL | 254.4 M |
|
Westpark Wealth Advisors Inc
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|
TX | 254.3 M |
|
Madrone Investment Advisory LLC
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|
CA | 254.3 M |
|
Mendota Financial Group LLC
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|
WI | 254.2 M |
|
Family Fiduciary Services Inc
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|
MA | 254.2 M |
|
Westco Advisory Services Inc
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|
NY | 254.0 M |
|
Addis & Hill Incorporated
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|
PA | 254.0 M |
|
Connecticut Capital Management Group LLC
✚
|
CT | 253.9 M |
|
Green Alpha Advisors LLC
✚
|
CO | 253.9 M |
|
Decatur Capital Management Inc
✚
|
GA | 253.7 M |