44 Wealth Management LLC
44 Wealth Management LLC is an SEC-registered wealth manager in Eugene, OR with $487.4M assets under management (AUM, regulatory AUM), +9% over one year. See who owns 44 Wealth Management LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 309647, SEC 801-119064, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $487.4M (2026-03-31)
- Firm type
- Wealth Manager
- Location
- Eugene, OR
- Employees
- 5
- Clients
- 237
- CRD
- 309647
- Ownership
- SIZEMORE, STACY, LEIGH; LANE, JENNIFER, SUSAN; Werner, Blaine, PATRICK; WERNER, JENNIFER, SUSAN; PRESS, JEFFREY, MITCHELL
How much AUM does 44 Wealth Management LLC have?
44 Wealth Management LLC reported $487.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns 44 Wealth Management LLC?
Disclosed owners and executives of 44 Wealth Management LLC include SIZEMORE, STACY, LEIGH, LANE, JENNIFER, SUSAN, Werner, Blaine, PATRICK, WERNER, JENNIFER, SUSAN, PRESS, JEFFREY, MITCHELL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.