Overview
Assets Under Management: $156 million
Headquarters: MEDFORD, OR
High-Net-Worth Clients: 36
Average Client Assets: $2.2 million
Frequently Asked Questions
OREGON PACIFIC WEALTH MANAGEMENT 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 #283958), OREGON PACIFIC WEALTH MANAGEMENT is subject to fiduciary duty under federal law.
OREGON PACIFIC WEALTH MANAGEMENT is headquartered in MEDFORD, OR.
OREGON PACIFIC WEALTH MANAGEMENT serves 36 high-net-worth clients according to their SEC filing dated January 29, 2026. View client details ↓
According to their SEC Form ADV, OREGON PACIFIC WEALTH MANAGEMENT offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
OREGON PACIFIC WEALTH MANAGEMENT manages $156 million in client assets according to their SEC filing dated January 29, 2026.
According to their SEC Form ADV, OREGON PACIFIC WEALTH MANAGEMENT serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 36
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 50.19%
Average Client Assets: $2.2 million
Total Client Accounts: 530
Discretionary Accounts: 527
Non-Discretionary Accounts: 3
Regulatory Filings
CRD Number: 283958
Filing ID: 2046183
Last Filing Date: 2026-01-29 08:45:37