Overview
Assets Under Management: $197 million
Headquarters: BEAVERTON, OR
High-Net-Worth Clients: 278
Average Client Assets: $600,491
Frequently Asked Questions
DEFINED WEALTH MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #306779), DEFINED WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
DEFINED WEALTH MANAGEMENT, LLC is headquartered in BEAVERTON, OR.
DEFINED WEALTH MANAGEMENT, LLC serves 278 high-net-worth clients according to their SEC filing dated March 13, 2024. View client details ↓
According to their SEC Form ADV, DEFINED WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
DEFINED WEALTH MANAGEMENT, LLC manages $197 million in client assets according to their SEC filing dated March 13, 2024.
According to their SEC Form ADV, DEFINED WEALTH MANAGEMENT, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 278
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 75.81
Average High-Net-Worth Client Assets: $600,491
Total Client Accounts: 501
Discretionary Accounts: 501
Regulatory Filings
CRD Number: 306779
Last Filing Date: 2024-03-13 00:00:00
Website: https://tru-ind.com