PPrivate Fund Data Log in Join · $37/mo

Defined Wealth Management, LLC

● SEC registered since 2020CRD 306779SEC# 801-117859Beaverton, OR
Export (members)
Reg. AUM
$220.2M
Employees
4
Accounts
506
Location
Beaverton, OR

Defined Wealth Management, LLC assets under management

Defined Wealth Management, LLC is a registered investment adviser overseen by the SEC based in Beaverton, OR. The firm has been registered since 2020. It reports $220.2 million in regulatory assets under management and employs 4 people.
www.linkedin.com/company/de-fi-ned-wealth-managementView on SEC.gov ↗

Defined Wealth Management, LLC owners & executives

3 reported
NameTitleOwnershipSince
Christopher A Hatfield ControlManaging Partner10-25%2020
Joseph Edward Opsahl ControlManaging PartnerOver 75%2020
Michelle Lea Eldridge ControlChief Compliance OfficerUnder 5%2023

Frequently asked questions

How much does Defined Wealth Management, LLC manage?

Defined Wealth Management, LLC reports $220.2 million in regulatory assets under management on its Form ADV.

How many employees does Defined Wealth Management, LLC have?

Defined Wealth Management, LLC reports 4 employees.

Where is Defined Wealth Management, LLC located?

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

Does Defined Wealth Management, LLC disclose fund performance?

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

Contact & registration

Address8625 SW Cascade Ave., Suite 410, Beaverton, OR 97008
Phone503-444-7895
Office hours7a.m. - 4p.m.
SEC regionSan Francisco Regional Office (SFRO)
CIK1849518
Discloses disciplinary historyNo

Assets under management

Discretionary$220.2M
Non-discretionary$0
Total (RAUM)$220.2M