RIA Intel›Advisers›Oregon›MALLERY FINANCIAL LLC

MALLERY FINANCIAL LLC

Advisory

OR

Data as of Mar 16, 2026 · Source: SEC Form ADV

Average account

$136K

across 282 accounts

AUM per adviser

$38M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 16, 2026.

Total AUM

$38M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$38M

Discretionary AUM$32M

Non-Discretionary AUM$6M

Discretionary %84%

Total Clients100

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InOR

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

100 clients

8 high-net-worth

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

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

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EMPOWERING FINANCE, LLC

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