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DEFINED WEALTH MANAGEMENT, LLC

Tel: 503-444-7895
8625 Sw Cascade Ave.
Suite 410
Beaverton, Oregon  97008

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DEFINED WEALTH MANAGEMENT, LLC

DEFINED WEALTH MANAGEMENT, LLC is a Beaverton, Oregon based financial advisory firm with nearly $197,260,210 in assets under management and provides investment advisory services for 501 clients. There are currently 4 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients

Fee Structure:

A percentage of AUM, Fixed fees

Firm CRD#:

306779

SEC#:

801-117859

No. of Clients:

501

Assets under Management

$197,260,210

No. of Advisors:

4

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