RIA Intel›Advisers›Oregon›PETERSON, DAVID WALTER

PETERSON, DAVID WALTER

Advisory

OR

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

Average account

$1M

across 33 accounts

AUM per adviser

$44M

1 advisers

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

Total AUM

$44M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$44M

Discretionary AUM$44M

Non-Discretionary AUM$689K

Discretionary %98.4%

Total Clients33

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA, OR

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

33 clients

10 high-net-worth

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

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Advisers of similar size in OR

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

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$45M

KLD INVESTMENT MANAGEMENT, LLC

$45M

WATSON FINANCIAL LLC

LAKE OSWEGO, OR

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