DEFINED WEALTH MANAGEMENT, LLC
SEC Form ADV profile.
Total regulatory AUM
$253,963,186
Discretionary
$252,603,643
Non-discretionary
$1,359,543
Firm details
- CRD number
- 306779
- SEC file number
- 801-117859
- Main office
- BEAVERTON, OR, United States
- Employees
- 4
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.