Overview
Assets Under Management: $797 million
Headquarters: PORTLAND, OR
High-Net-Worth Clients: 1,100
Average Client Assets: $405,213
Frequently Asked Questions
HORST & GRABEN 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 #297368), HORST & GRABEN WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
HORST & GRABEN WEALTH MANAGEMENT, LLC is headquartered in PORTLAND, OR.
HORST & GRABEN WEALTH MANAGEMENT, LLC serves 1,100 high-net-worth clients according to their SEC filing dated December 01, 2025. View client details ↓
According to their SEC Form ADV, HORST & GRABEN WEALTH MANAGEMENT, LLC offers financial planning and portfolio management for individuals. View all service details ↓
HORST & GRABEN WEALTH MANAGEMENT, LLC manages $797 million in client assets according to their SEC filing dated December 01, 2025.
According to their SEC Form ADV, HORST & GRABEN WEALTH MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 1,100
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 55.96
Average High-Net-Worth Client Assets: $405,213
Total Client Accounts: 1,207
Discretionary Accounts: 1,195
Non-Discretionary Accounts: 12
Regulatory Filings
CRD Number: 297368
Filing ID: 2031216
Last Filing Date: 2025-12-01 16:35:35
Website: 1