RIA Intel›Advisers›Oregon›BROKERED BENEFITS, INC.

BROKERED BENEFITS, INC.

Advisory

OR

Data as of Sep 29, 2025 · Source: SEC Form ADV

Average account

$181K

across 169 accounts

AUM per adviser

$31M

1 advisers

Source: SEC Form ADV. Figures as filed Sep 29, 2025.

Total AUM

$31M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$31M

Discretionary AUM$31M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients111

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InOR

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

111 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in OR

Closest by assets under management. All figures from Form ADV.

SUNNYBRANCH WEALTH LLC

$31M

SEAM MANAGEMENT CO., LLC

$31M

MONEY MYSTIQUE ASSET MANAGEMENT CO.

LAKE OSWEGO, OR

$31M

WATERSHED WEALTH PLANNING LLC

$31M

RUBICON GLOBAL HALAL ADVISORS, LLC

$30M

DIAMOND PEAK WEALTH MANAGEMENT LLC

$30M

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