RIA Intel›Advisers›Oregon›OSWEGO PRIVATE WEALTH MANAGEMENT LLC

OSWEGO PRIVATE WEALTH MANAGEMENT LLC

Advisory

LAKE OSWEGO, OR

Data as of Aug 21, 2026 · Source: SEC Form ADV

Rank in OR

#285

of 305 advisers by AUM

Average account

$406K

across 149 accounts

AUM per adviser

$61M

1 advisers

Source: SEC Form ADV. Figures as filed Aug 21, 2026.

Total AUM

$61M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$61M

Discretionary AUM$61M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients57

Team

Total Employees1

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

57 clients

57 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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