OREGON PACIFIC WEALTH MANAGEMENT, LLC
Doing business as OREGON PACIFIC WEALTH MANAGEMENT. SEC Form ADV profile.
Total regulatory AUM
$156,346,247
Discretionary
$155,103,768
Non-discretionary
$1,242,479
Firm details
- CRD number
- 283958
- SEC file number
- 801-122222
- Main office
- MEDFORD, OR, United States
- Employees
- 5
- SEC status
- Approved
- Website
- HTTP://OREGONPACIFICWEALTH.COM
- Fee structure
-
Percentage of AUM Hourly
As of November 2026.