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Oregon Pacific Wealth Management, LLC

● SEC registered since 2021CRD 283958SEC# 801-122222Medford, OR
Export (members)
Reg. AUM
$174.9M
Employees
5
Accounts
556
Location
Medford, OR

Oregon Pacific Wealth Management, LLC assets under management

Oregon Pacific Wealth Management, LLC operates as an SEC-registered investment adviser based in Medford, OR. The firm has been registered since 2021. It reports $174.9 million in regulatory assets under management and employs 5 people.
oregonpacificwealth.comView on SEC.gov ↗

Oregon Pacific Wealth Management, LLC owners & executives

3 reported
NameTitleOwnershipSince
Andrew Benedict Corradetti ControlChief Investment OfficerUnder 5%2016
Audrey Rosemarie Creak ControlChief Compliance OfficerUnder 5%2016
Oregon Pacific Banking Co. ControlOwnerOver 75%2016

Frequently asked questions

How much does Oregon Pacific Wealth Management, LLC manage?

Oregon Pacific Wealth Management, LLC reports $174.9 million in regulatory assets under management on its Form ADV.

How many employees does Oregon Pacific Wealth Management, LLC have?

Oregon Pacific Wealth Management, LLC reports 5 employees.

Where is Oregon Pacific Wealth Management, LLC located?

Oregon Pacific Wealth Management, LLC is based in Medford, OR and has been SEC-registered since 2021.

Does Oregon Pacific Wealth Management, LLC disclose fund performance?

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

Contact & registration

Address3250 Hillcrest Park Drive, Suite 102, Medford, OR 97504
Phone541-858-0166
Office hours08:00a.m.-5:00p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$173M
Non-discretionary$1.9M
Total (RAUM)$174.9M