RIA Intel›Advisers›Oregon›TOTAL ASSETS MANAGEMENT, INC.

TOTAL ASSETS MANAGEMENT, INC.

Advisory

PORTLAND, OR

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

Average account
$60K
across 22 accounts
AUM per adviser
$1M
1 adviser

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

Total AUM
$1M
Discretionary %
100%
Clients
12
Employees
2

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$1M
Discretionary AUM$1M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients12
Team
Total Employees2
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndOctober
Operates InOR
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in OR

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

REALLOCATE ADVISORS, LLC
LAKE OSWEGO, OR
$1M
SUSTAINABLE WEALTH MANAGEMENT LLC
EUGENE, OR
$1M
-99.2% 1Y
HANSEN, MICHAEL S.
$1M
VAULT INVESTMENTS INC.
PORTLAND, OR
$1M
+33.2% 1Y
STEWARDSHIP INVESTMENT SERVICES LLC
$2M
WEST RIDGE CAPITAL MANAGEMENT L.L.C.
$2M

Get the full picture on TOTAL ASSETS MANAGEMENT, INC.

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

Create a free account →See plans