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Willamette Valley Wealth Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$54,900,000
This total excludes 44 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
67
16% 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
67
Very HighAverage account size
$819,403
About
Willamette Valley Wealth Management is an independent, single-advisor registered investment adviser managing roughly $69.9 million for about 67 clients. The firm provides discretionary asset management, comprehensive financial planning (delivered at no additional cost), and retirement plan services including pension and profit-sharing plans.
Willamette charges percentage-of-assets fees on a blended schedule and typically exercises discretionary trading authority to implement client-specific investment programs. Its investment work draws on fundamental, technical and cyclical analysis, and client relationships are documented with individualized objectives and written investment policy statements.
Noteworthy features include an affiliation with an accounting firm: the firm’s principal is a CPA with a master’s in taxation and a Personal Financial Specialist credential who spends more than half of his time on accounting practice, a relationship the firm discloses and manages to mitigate conflicts. The firm also provides ERISA plan services (including 3(38) investment manager arrangements), pension consulting, and serves charitable organizations—services that are less common among comparable solo independent advisers.
Client services
Financial planning
Portfolio management
Pension consulting
Occupation focus
Founder/Business Owner
Fee options
$0 - $500,000: 1.00% annually $500,000 - $1,000,000: 0.75% annually $1,000,000+: 0.50% annually
Account minimum: $250,000 Fee-only: Financial planning and consulting services provided at no additional cost to asset management clients.
Main office location
Willamette Valley Wealth Management, LLC
3295 Triangle Drive, Suite 200
Salem OR 97302, United States
Number of offices
1
Most active in
Willamette Valley Wealth Management, LLC has reported serving >5 clients in these states in the last 12 months.
Louisiana · Oregon
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 active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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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