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| Oregon Pacific Wealth Management LLC
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|
|---|---|
| CRD # | 283958 |
| SEC # | 801-122222 |
| CIK # | |
| AUM | $135.0 MM (2023-03-23) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Phone | 541-858-0166 |
| Address | 3250 Hillcrest Park Drive Medford, OR 97504 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 448 | 67.8 |
| (b) Individuals (high net worth individuals) | 25 | 70.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 2 | 1.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 473 | 139.0 |
| By Discretionary | ||
| Discretionary | 473 | 139.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 473 | 139.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 139.0 | |
| Total | 473 | 139.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Delos Wealth Advisors LLC
✚
|
TX | 0.1 |
|
My Wealth Management Inc
✚
|
MD | 0.1 |
|
Alapocas Investment Partners Inc
✚
|
MA | 0.1 |
|
Atlantic Family Wealth LLC
✚
|
FL | 0.1 |
|
Processus Wealth & Capital Management LLC
✚
|
TN | 0.1 |
|
The Firm Incorporated
✚
|
CO | 0.1 |
|
The Holben Group LLC
✚
|
CO | 0.1 |
|
Aegis Wealth Management Inc
✚
|
IA | 0.1 |
|
Johnson Lyman Inc
✚
|
CA | 0.1 |
|
GFS Wealth Management Advisors Inc
✚
|
CT | 0.1 |