RIA Intel›Advisers›Oregon›EMPOWERING FINANCE, LLC

EMPOWERING FINANCE, LLC

Advisory

OR

Data as of Jan 28, 2026 · Source: SEC Form ADV

Average account
$369K
across 101 accounts
AUM per adviser
$37M
1 adviser

Source: SEC Form ADV. Figures as filed Jan 28, 2026.

Total AUM
$37M
Discretionary %
100%
Clients
27
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$37M
Discretionary AUM$37M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients27
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA, HI, OR, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in OR

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

BRUNO MOUNTAIN ADVISORY, LLC
BEND, OR
$37M
RED SKY FINANCIAL PLANNING, LLC
$37M
CASCADE FINANCIAL CONCEPTS, INC.
$38M
MAAS CAPITAL ADVISORS, LLC
PORTLAND, OR
$38M
+3.3% 1Y
MALLERY FINANCIAL LLC
$38M
CLARITY FINANCIAL, LLC
$38M

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