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Horst & Graben Wealth Management, LLC

● SEC registered since 2018CRD 297368SEC# 801-113498Portland, OR
Export (members)
Reg. AUM
$796.5M
Employees
8
Accounts
1,207
Location
Portland, OR

Horst & Graben Wealth Management, LLC assets under management

Horst & Graben Wealth Management, LLC is an SEC-registered investment adviser based in Portland, OR. The firm has been registered since 2018. It reports $796.5 million in regulatory assets under management and employs 8 people.
www.horstandgrabenwealth.comView on SEC.gov ↗

Horst & Graben Wealth Management, LLC owners & executives

5 reported
NameTitleOwnershipSince
Casey Edward Cleveland ControlFounding Partner / Chief Compliance OfficerUnder 5%2018
Jamieson Logan Grabenhorst ControlManaging Partner / Founding PartnerOver 75%2018
The Casey and Molly Cleveland Revocable Living Trust, Dated 5/2/07Owner10-25%2007
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Frequently asked questions

How much does Horst & Graben Wealth Management, LLC manage?

Horst & Graben Wealth Management, LLC reports $796.5 million in regulatory assets under management on its Form ADV.

How many employees does Horst & Graben Wealth Management, LLC have?

Horst & Graben Wealth Management, LLC reports 8 employees.

Where is Horst & Graben Wealth Management, LLC located?

Horst & Graben Wealth Management, LLC is based in Portland, OR and has been SEC-registered since 2018.

Does Horst & Graben Wealth Management, LLC disclose fund performance?

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

Contact & registration

Address6600 SW 92nd Ave, Suite 210, Portland, OR 97223
Phone503-342-8900
Office hours8 a.m. - 5 p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$730.9M
Non-discretionary$65.7M
Total (RAUM)$796.5M