RIA Intel›Advisers›Oregon›ZERBA, JOHN C

ZERBA, JOHN C

Advisory

MILTON-FREEWATER, OR

Data as of Mar 5, 2024 · Source: SEC Form ADV

Average account

$153K

across 106 accounts

AUM per adviser

$16M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 5, 2024.

Total AUM

$16M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$16M

Discretionary AUM$16M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients68

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureSole Proprietorship

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

68 clients

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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BOZ & COMPANY LLC

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WESTLAKE WEALTH MANAGEMENT, LLC

$16M

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