RIA Intel›Advisers›Oregon›OREGON PACIFIC WEALTH MANAGEMENT, LLC

OREGON PACIFIC WEALTH MANAGEMENT, LLC

Advisory

N·MEDFORD, OR

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

Total AUM

$156M

1-Year AUM Growth

+14.8%

3-Year CAGR

0.0%

Employees

4

Assets Under Management

Total AUM$156M

Discretionary AUM$155M

Non-Discretionary AUM$1M

Discretionary %99.2%

Total Clients272

Team

Total Employees4

Investment Advisers5

Employee Growth (1Y)—

Filing History

Total Filings on Record25

First FilingAug 2, 2021

Latest FilingJan 29, 2026

🔒 Full AUM trend chart and 25 historical filings spanning 5+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on OREGON PACIFIC WEALTH MANAGEMENT, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.