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| Keyboard |
| Horst & Graben Wealth Management LLC
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|---|---|
| CRD # | 297368 |
| SEC # | 801-113498 |
| CIK # | 0001818207 |
| AUM | 920.1 M (2026-03-19) |
| Employees | 10 (40% Investors, 0% Brokers) |
| Phone | 503-342-8900 |
| Address | 6600 SW 92nd Ave Portland, OR 97223 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 12.3 | ||
| Nvidia Corp | 7.8 | ||
| Tesla Motors Inc | 6.7 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,082 | 313.5 |
| (b) Individuals (high net worth individuals) | 217 | 537.5 |
| (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 | 12 | 68.1 |
| (h) Charitable organizations | 0 | 1.0 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 3,442 | 920.1 |
| By Discretionary | ||
| Discretionary | 3,200 | 839.3 |
| Non-Discretionary | 242 | 80.7 |
| Total | 3,442 | 920.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 920.1 | |
| Total | 3,442 | 920.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001818207] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
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