RIA Intel›Advisers›Oregon›VIENTO FINANCIAL GROUP, LLC

VIENTO FINANCIAL GROUP, LLC

Advisory

OR

Data as of Mar 22, 2026 · Source: SEC Form ADV

Rank in OR

#303

of 305 advisers by AUM

Average account

$612K

across 83 accounts

AUM per adviser

$25M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 22, 2026.

Total AUM

$51M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$51M

Discretionary AUM$51M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients83

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCO, OR, WA

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

83 clients

19 high-net-worth

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

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