RIA Intel›Advisers›Oregon›LOOKAHEAD WEALTH LLC

LOOKAHEAD WEALTH LLC

Advisory

WEST LINN, OR

Data as of May 29, 2026 · Source: SEC Form ADV

Average account
$228K
across 199 accounts
AUM per adviser
$23M
2 advisers

Source: SEC Form ADV. Figures as filed May 29, 2026.

Total AUM
$45M
Discretionary %
100%
Clients
199
Employees
2

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$45M
Discretionary AUM$45M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients199
Team
Total Employees2
Investment Advisers2
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InOR, WA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in OR

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

KLD INVESTMENT MANAGEMENT, LLC
ROSEBURG, OR
$45M
-42.1% 1Y
CREST FINANCIAL, LLC
$45M
NORTHWEST FINANCIAL PLANNING CORP
PORTLAND, OR
$46M
+5.9% 1Y
NEST FINANCIAL PLANNING, LLC
$46M
BEACON ROCK CAPITAL, LLC
PORTLAND, OR
$44M
+166.8% 1Y
WEALTH MANAGEMENT, INC.
WILSONVILLE, OR
$44M
+2.3% 1Y

Get the full picture on LOOKAHEAD WEALTH LLC

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

Create a free account →See plans