RIA Intel›Advisers›Oregon›WATSON FINANCIAL LLC

WATSON FINANCIAL LLC

Advisory

LAKE OSWEGO, OR

Data as of Jan 13, 2026 · Source: SEC Form ADV

Average account

$170K

across 252 accounts

AUM per adviser

$43M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 13, 2026.

Total AUM

$43M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$43M

Discretionary AUM$0

Non-Discretionary AUM$43M

Discretionary %0%

Total Clients152

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

152 clients

8 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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WEALTH MANAGEMENT, INC.

WILSONVILLE, OR

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BEACON ROCK CAPITAL, LLC

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