Willamette Financial Advisors, LLC
Willamette Financial Advisors, LLC is an SEC-registered mass-market adviser in Portland, OR with $117.5M assets under management (AUM, regulatory AUM), -11% over one year. See who owns Willamette Financial Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 173482, SEC 801-112193, data through 2026-02-04.
- AUM (assets under management / regulatory AUM)
- $117.5M (2026-02-04)
- Firm type
- Mass-Market Adviser
- Location
- Portland, OR
- Employees
- 3
- Clients
- 201
- CRD
- 173482
- Ownership
- BARRY, RONALD, ALLEN; JONES, JAMES, MICHAEL; DUNNE, STEPHEN, DAUNT; NELSON, VALERIE, JOY
How much AUM does Willamette Financial Advisors, LLC have?
Willamette Financial Advisors, LLC reported $117.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-04).
Who owns Willamette Financial Advisors, LLC?
Disclosed owners and executives of Willamette Financial Advisors, LLC include BARRY, RONALD, ALLEN, JONES, JAMES, MICHAEL, DUNNE, STEPHEN, DAUNT, NELSON, VALERIE, JOY. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.