Overview
Assets Under Management: $117 million
Headquarters: PORTLAND, OR
High-Net-Worth Clients: 33
Average Client Assets: $2.0 million
Frequently Asked Questions
WILLAMETTE FINANCIAL ADVISORS, 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 #173482), WILLAMETTE FINANCIAL ADVISORS, LLC is subject to fiduciary duty under federal law.
WILLAMETTE FINANCIAL ADVISORS, LLC is headquartered in PORTLAND, OR.
WILLAMETTE FINANCIAL ADVISORS, LLC serves 33 high-net-worth clients according to their SEC filing dated February 04, 2026. View client details ↓
According to their SEC Form ADV, WILLAMETTE FINANCIAL ADVISORS, LLC offers financial planning, portfolio management for individuals, selection of other advisors, and educational seminars and workshops. View all service details ↓
WILLAMETTE FINANCIAL ADVISORS, LLC manages $117 million in client assets according to their SEC filing dated February 04, 2026.
According to their SEC Form ADV, WILLAMETTE FINANCIAL ADVISORS, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 33
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 54.84%
Average Client Assets: $2.0 million
Total Client Accounts: 488
Discretionary Accounts: 483
Non-Discretionary Accounts: 5
Regulatory Filings
CRD Number: 173482
Filing ID: 2040129
Last Filing Date: 2026-02-04 17:37:31