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| Oregon Pacific Wealth Management LLC
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|---|---|
| CRD # | 283958 |
| SEC # | 801-122222 |
| CIK # | 0002043757 |
| AUM | 156.3 M (2026-01-29) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 541-858-0166 |
| Address | 3250 Hillcrest Park Drive Medford, OR 97504 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 1.6 | ||
| Amazon Com Inc | 0.9 | ||
| Alphabet Inc | 0.8 | ||
| Schwab Charles Corp | 0.8 | ||
| Facebook Inc | 0.8 | ||
| Priceline Com Inc | 0.8 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 229 | 71.6 |
| (b) Individuals (high net worth individuals) | 36 | 78.5 |
| (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 | 1 | 0.9 |
| (h) Charitable organizations | 3 | 4.0 |
| (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 | 3 | 1.4 |
| (n) Other | 0 | 0.0 |
| Total | 530 | 156.3 |
| By Discretionary | ||
| Discretionary | 527 | 155.1 |
| Non-Discretionary | 3 | 1.2 |
| Total | 530 | 156.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.3 | |
| United States Persons | 156.1 | |
| Total | 530 | 156.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002043757] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
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|---|---|---|
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