RIA Intel›Advisers›Oregon›SOMERSET WEALTH MANAGEMENT, LLC

SOMERSET WEALTH MANAGEMENT, LLC

Advisory

PORTLAND, OR

Data as of Mar 11, 2026 · Source: SEC Form ADV

Average account

$165K

across 105 accounts

AUM per adviser

$9M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 11, 2026.

Total AUM

$17M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$17M

Discretionary AUM$17M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients76

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA, OR, WY

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

76 clients

49 high-net-worth

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

See plansIncluded with the Intelligence plan

Advisers of similar size in OR

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

TREELINE FINANCIAL PLANNING LLC

$18M

PONDEROSA INVESTMENT GROUP, LLC

$17M

WILD RIVERS FINANCIAL SERVICES, LLC

BROOKINGS, OR

$18M

THISTLE WEALTH LLC

CORVALLIS, OR

$18M

ATHERTON INVESTMENT MANAGEMENT , LLC

$18M

HUNTER INVESTMENT SERVICES LLC

$18M

Get the full picture on SOMERSET WEALTH MANAGEMENT, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track SOMERSET WEALTH MANAGEMENT, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans