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WILLAMETTE VALLEY WEALTH MANAGEMENT, LLC

Advisory

SALEM, OR

Data as of Feb 5, 2026 · Source: SEC Form ADV

Rank in OR
#266
of 305 advisers by AUM
Average account
$630K
across 111 accounts
AUM per adviser
$70M
1 advisers

Source: SEC Form ADV. Figures as filed Feb 5, 2026.

Total AUM
$70M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
1
Assets Under Management
Total AUM$70M
Discretionary AUM$70M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients111
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InLA, OR
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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

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