OREGON PACIFIC WEALTH MANAGEMENT, LLC
DBA: OREGON PACIFIC WEALTH MANAGEMENT
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $156.3M |
| Discretionary | $155.1M99% of AUM |
| Non-Discretionary | $1.2M |
| Client Accounts | 530 |
| Avg Account Size | $295K |
| Employees | 5 |
| Peak AUM | $174.9MJan 2025 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $156M | 10.6% | +4.0% | +6.4% | |
| Discretionary AUM | $155M | ||||
Key Metrics
| Total AUM | $156.3M |
| Discretionary | $155.1M |
| Employees | 5 |
| Client Accounts | 530 |
| Client Range | 11-25 |
Contact & Location
Address
3250 HILLCREST PARK DRIVE
MEDFORD OR 97504
Phone
541-858-0166
Filing History
33 ADV Part 1 submissions
Fee Structure
% of AUMHourly
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Adviser SelectionPublications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$155M
99.2% of AUM
Non-Discretionary
$1M
0.8% of AUM
Disc. mix ▲ 0.3pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Non-US Client AUM
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pension Plans
Corporations
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Structure
No related registrations reported