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44 Wealth Management LLC

● SEC registered since 2020CRD 309647SEC# 801-119064Eugene, OR
Export (members)
Reg. AUM
$445.9M
Employees
5
Accounts
1,154
Location
Eugene, OR

44 Wealth Management LLC assets under management

44 Wealth Management LLC is a registered investment adviser overseen by the SEC based in Eugene, OR. The firm has been registered since 2020. It reports $445.9 million in regulatory assets under management and employs 5 people.
www.44weatlh.comView on SEC.gov ↗

44 Wealth Management LLC owners & executives

3 reported
NameTitleOwnershipSince
Blaine Patrick Werner ControlFounder / Chief Executive Officer50-75%2020
Jennifer Susan Werner ControlFounder / Chief Operating Officer25-50%2020
Lilian ColpasChief Compliance OfficerUnder 5%2025

Frequently asked questions

How much does 44 Wealth Management LLC manage?

44 Wealth Management LLC reports $445.9 million in regulatory assets under management on its Form ADV.

How many employees does 44 Wealth Management LLC have?

44 Wealth Management LLC reports 5 employees.

Where is 44 Wealth Management LLC located?

44 Wealth Management LLC is based in Eugene, OR and has been SEC-registered since 2020.

Does 44 Wealth Management LLC disclose fund performance?

44 Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2350 Oakmont Way, Suite 104, Eugene, OR 97401
Phone541-359-0388
Office hours8a.m. To 4p.m.
SEC regionSan Francisco Regional Office (SFRO)
CIK1831187
Discloses disciplinary historyNo

Assets under management

Discretionary$445.3M
Non-discretionary$554K
Total (RAUM)$445.9M