Oregon Pacific Wealth Management, OR — Investment Adviser | BuildTrust

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OREGON PACIFIC WEALTH MANAGEMENT

Investment AdviceMEDFORD, OR

Assets Under Management

$174.9M

Total AUM

Donut chart: Discretionary 173.0M, Non-Discretionary 1.9M
Category	Value
Discretionary	173.0M
Non-Discretionary	1.9M

Adviser Information

Field	Value
CRD Number	283958
SEC Number	801-122222
Street Address	3250 HILLCREST PARK DRIVE
Street Address 2	SUITE 102
Location	MEDFORD, OR 97504
Country	United States
Phone	541-858-0166
Total Employees	5

Client Count by Type (556 Total)

Horizontal bar chart: Individuals (other than H… 513, High Net Worth Individual… 36, Charitable Organizations 5, Corporations/Businesses 2
Category	Value
Individuals (other than H…	513
High Net Worth Individual…	36
Charitable Organizations	5
Corporations/Businesses	2