Investment adviser · CRD 283958
OREGON PACIFIC WEALTH MANAGEMENT
Investment adviser filing (IA)
OREGON PACIFIC WEALTH MANAGEMENT, LLC
MEDFORD, OR, United States · Form ADV filed Sep 30, 2026
- Regulatory AUM
- $156M Form ADV · Item 5.F
- Client accounts
- 530 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 | 36 | $78,477,284 | 50.2% |
| Individuals | 229 | $71,615,247 | 45.8% |
| Charities | Fewer than 5 | $3,986,347 | 2.5% |
| Corporations & businesses | Fewer than 5 | $1,387,118 | 0.9% |
| Retirement plans | Fewer than 5 | $880,251 | 0.6% |
Filing source
Form ADV 2135447 · Sep 30, 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 30, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Hourly
Principal office
3250 HILLCREST PARK DRIVE, SUITE 102MEDFORD, OR, 97504, United States
CRD 283958
Filing source
Form ADV 2135447 · Sep 30, 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.