RIA Intel›Advisers›Oregon›CICLO WEALTH LLC

CICLO WEALTH LLC

Advisory

OR

Data as of Jan 22, 2026 · Source: SEC Form ADV

Average account

$169K

across 248 accounts

AUM per adviser

$42M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 22, 2026.

Total AUM

$42M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$42M

Discretionary AUM$42M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients70

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InOR, WA

Succession Risk

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

See plansIncluded with the Intelligence plan

Peer Benchmarking

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

See plansIncluded with the Intelligence plan

Owners & Officers

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

See plansIncluded with the Intelligence plan

Client Demographics

70 clients

21 high-net-worth

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

See plansIncluded with the Intelligence plan

Advisers of similar size in OR

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

MARQUAM ASSET MANAGEMENT LLC

$41M

NOWAK, JOANNA T.

$42M

ISLER WEALTH MANAGEMENT, LLC

$42M

RHODES ECONOMETRICS INC

LAKE OSWEGO, OR

$41M

WATSON FINANCIAL LLC

LAKE OSWEGO, OR

$43M

FALCON PACIFIC CAPITAL MANAGEMENT, LLC

$41M

Get the full picture on CICLO WEALTH LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track CICLO WEALTH LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans