Defined Wealth Management, LLC
Defined Wealth Management, LLC is an SEC-registered wealth manager in Beaverton, OR with $254.0M assets under management (AUM, regulatory AUM), +15% over one year. See who owns Defined Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 306779, SEC 801-117859, data through 2026-06-29.
- AUM (assets under management / regulatory AUM)
- $254.0M (2026-06-29)
- Firm type
- Wealth Manager
- Location
- Beaverton, OR
- Employees
- 4
- Clients
- 154
- CRD
- 306779
- Ownership
- OPSAHL, JOSEPH, EDWARD; HATFIELD, CHRISTOPHER, A; SIZEMORE, STACY, LEIGH; ELDRIDGE, MICHELLE, LEA; SWENDIMAN, MATTHEW, ASHLEY
How much AUM does Defined Wealth Management, LLC have?
Defined Wealth Management, LLC reported $254.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-29).
Who owns Defined Wealth Management, LLC?
Disclosed owners and executives of Defined Wealth Management, LLC include OPSAHL, JOSEPH, EDWARD, HATFIELD, CHRISTOPHER, A, SIZEMORE, STACY, LEIGH, ELDRIDGE, MICHELLE, LEA, SWENDIMAN, MATTHEW, ASHLEY. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.