RIA Intel›Advisers›Oregon›ERLANDSON WEALTH MANAGEMENT, LLC

ERLANDSON WEALTH MANAGEMENT, LLC

Advisory

BEAVERTON, OR

Data as of Feb 26, 2026 · Source: SEC Form ADV

Rank in OR
#271
of 305 advisers by AUM
AUM CAGR, 3 year
0.0%
compound annual growth
Average account
$155K
across 437 accounts
AUM per adviser
$34M
2 advisers
Filing history
11
filings since 2011

Source: SEC Form ADV. Figures as filed Feb 26, 2026.

Total AUM
$68M
1-Year AUM Growth
—
3-Year CAGR
0.0%
Employees
2
Assets Under Management
Total AUM$68M
Discretionary AUM$0
Non-Discretionary AUM$68M
Discretionary %0%
Total Clients139
Team
Total Employees2
Investment Advisers2
Employee Growth (1Y)—
Filing History
Total Filings on Record11
First FilingJun 8, 2011
Latest FilingFeb 26, 2026
Full AUM trend chart and 11 historical filings spanning 15+ years
Included with Pro →
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InOR, WA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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