Ciclo Wealth LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$41,677,190
This total excludes 2 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
68
31% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
68
Very HighAverage account size
$612,900
About
Ciclo Wealth provides ongoing portfolio management and financial planning to individuals, high-net-worth individuals, pension and profit-sharing plans, and charitable organizations. Its services include creation of an Investment Policy Statement, asset allocation and selection, and regular portfolio monitoring tailored to each client’s goals and risk tolerance.
The firm applies modern portfolio theory and a long‑term trading approach, primarily recommending ETFs, mutual funds, equities (including employer stock awards) and fixed income, and it offers both discretionary and non‑discretionary management. Ciclo tailors plans using model allocations and financial‑planning software, provides clients with portal access for plan inputs and outputs, and reviews accounts at least quarterly.
Compared with many independent advisers, Ciclo explicitly lists charitable organizations among its client types, which is a less common focus for firms of this category. The firm requires custody through Schwab Institutional, making use of Schwab’s institutional trading, custody and technology services, and it states it does not accept third‑party sales compensation or performance‑based fees.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
College savings (529s, UTMA, etc.)
Wealth management
Fee options
$0 - $2,000,000: 1.00% $2,000,001 - $4,000,000: 0.80% $4,000,001 - $6,000,000: 0.60% $6,000,001 - $8,000,000: 0.40% $8,000,001 - $10,000,000: 0.20% $10,000,001+: 0.10%
Account minimum: $500,000 (negotiable household account minimum)
Main office location
Ciclo Wealth LLC
Portland OR, United States
Number of offices
1
Most active in
Ciclo Wealth LLC has reported serving >5 clients in these states in the last 12 months.
Oregon · Washington
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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