Oregon Pacific Wealth Management
Oregon Pacific Wealth Management is an SEC-registered mass-market adviser in Medford, OR with $156.3M assets under management (AUM, regulatory AUM), -11% over one year. See who owns Oregon Pacific Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 283958, SEC 801-122222, data through 2026-01-29.
- AUM (assets under management / regulatory AUM)
- $156.3M (2026-01-29)
- Firm type
- Mass-Market Adviser
- Location
- Medford, OR
- Employees
- 5
- Clients
- 272
- CRD
- 283958
- Ownership
- CORRADETTI, ANDREW, BENEDICT; OREGON PACIFIC BANKING CO.; CREAK, AUDREY, ROSEMARIE
How much AUM does Oregon Pacific Wealth Management have?
Oregon Pacific Wealth Management reported $156.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-01-29).
Who owns Oregon Pacific Wealth Management?
Disclosed owners and executives of Oregon Pacific Wealth Management include CORRADETTI, ANDREW, BENEDICT, OREGON PACIFIC BANKING CO., CREAK, AUDREY, ROSEMARIE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.