OREGON PACIFIC WEALTH MANAGEMENT
SEC RegisteredYour Goals, Our Commitment
About the firm
Oregon Pacific Wealth Management, LLC is a comprehensive wealth management firm dedicated to helping individuals, families, and institutions grow, preserve, and transfer wealth. They offer personalized financial planning, investment management, and advisory services tailored to clients' unique goals and life circumstances, combining deep industry expertise with a commitment to long-term partnerships and fiduciary responsibility.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial advisory, financial planning, insurance services, and asset management
Who they serve
Individuals, families, and institutions
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 229 | $72M |
| High Net Worth Individuals | 36 | $78M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 1 | $880k |
| State/Municipal Entities | 3 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $0 to $249,999.99 | 1.30% |
| $250,000 to $499,999.99 | 1.20% |
| $500,000 to $999,999.99 | 1.10% |
| $1 Million to $1,999,999.99 | 1.00% |
| $2 Million to $4,999,999.99 | 0.85% |
| $5 Million to $9,999,999.99 | 0.75% |
| Over $10 Million | 0.00% |
Data as of January 29, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. OREGON PACIFIC WEALTH MANAGEMENT has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.