RIA Intel›Advisers›Oregon›REAL AGENCY WEALTH LLC

REAL AGENCY WEALTH LLC

Advisory

OR

Data as of May 19, 2026 · Source: SEC Form ADV

Average account

$239K

across 67 accounts

AUM per adviser

$16M

1 advisers

Source: SEC Form ADV. Figures as filed May 19, 2026.

Total AUM

$16M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$16M

Discretionary AUM$16M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients20

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

20 clients

7 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.

MKG FINANCIAL GROUP, INC.

$16M

WEALTH TRAK FINANCIAL SERVICES, LLC

$16M

BOZ & COMPANY LLC

LAKE OSWEGO, OR

$16M

MILTON-FREEWATER, OR

$16M

$16M

WESTLAKE WEALTH MANAGEMENT, LLC

$16M

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