RIA Intel›Advisers›Oregon›COLUMBIA WEALTH ADVISORS LLC

COLUMBIA WEALTH ADVISORS LLC

Advisory

SCAPPOOSE, OR

Data as of Jul 16, 2025 · Source: SEC Form ADV

Average account

$231K

across 105 accounts

AUM per adviser

$24M

1 adviser

Source: SEC Form ADV. Figures as filed Jul 16, 2025.

Total AUM

$24M

Discretionary %

100%

Clients

105

Employees

1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$24M

Discretionary AUM$24M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients105

Team

Total Employees1

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndJune

Operates InOR, WA

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

105 clients

2 high-net-worth

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.

VERITAS BITCOIN STRATEGIES, LLC. DBA VERITAS BITCOIN STRATEGIES

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BLACK OAK INVESTMENT MANAGEMENT COMPANY LLC

$24M

HYBRIDTRADING, LLC

PORTLAND, OR

$25M

-10.2% 1Y

TRIHELIX WEALTH COLLECTIVE LLC

$25M

HEAD TO TOE FINANCIAL PLANNING LLC

$23M

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