Overview
Assets Under Management: $220 million
Headquarters: LAKE OSWEGO, OR
High-Net-Worth Clients: 59
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 59
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 54.22
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,185
Discretionary Accounts: 1,185
Regulatory Filings
CRD Number: 147861
Last Filing Date: 2024-11-13 00:00:00
Website: https://wellstonewealth.com