Investment adviser · CRD 309647
44 WEALTH MANAGEMENT LLC
Investment adviser filing (IA)
EUGENE, OR, United States · Form ADV filed Sep 28, 2026
- Regulatory AUM
- $487M Form ADV · Item 5.F
- Client accounts
- 1,176 Accounts, not individual clients
- Employees
- 5 Reported in this filing
- Advisory professionals
- 4 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 136 | $375,259,391 | 77.0% |
| Corporations & businesses | 10 | $45,065,954 | 9.2% |
| Charities | 15 | $30,331,426 | 6.2% |
| Retirement plans | 5 | $17,497,800 | 3.6% |
| Individuals | 65 | $15,290,263 | 3.1% |
| Other clients | 6 | $3,925,985 | 0.8% |
Filing source
Form ADV 2135123 · Sep 28, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Sep 28, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Commissions
Principal office
2350 OAKMONT WAY, SUITE 104EUGENE, OR, 97401, United States
CRD 309647
Filing source
Form ADV 2135123 · Sep 28, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.