44 Wealth Management LLC
● SEC registered since 2020CRD 309647SEC# 801-119064Eugene, OR
Reg. AUM
$487.4M
Employees
5
Accounts
1,176
Location
Eugene, OR
44 Wealth Management LLC assets under management
44 Wealth Management LLC is a registered investment adviser overseen by the SEC based in Eugene, OR. The firm has been registered since 2020. It reports $487.4 million in regulatory assets under management and employs 5 people.
44 Wealth Management LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Blaine Patrick Werner Control | Founder / Chief Executive Officer | 50-75% | 2020 |
| Jennifer Susan Werner Control | Founder / Chief Operating Officer | 25-50% | 2020 |
| Lilian Colpas | Chief Compliance Officer | Under 5% | 2025 |
Frequently asked questions
How much does 44 Wealth Management LLC manage?
44 Wealth Management LLC reports $487.4 million in regulatory assets under management on its Form ADV.
How many employees does 44 Wealth Management LLC have?
44 Wealth Management LLC reports 5 employees.
Where is 44 Wealth Management LLC located?
44 Wealth Management LLC is based in Eugene, OR and has been SEC-registered since 2020.
Does 44 Wealth Management LLC disclose fund performance?
44 Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2350 Oakmont Way, Suite 104, Eugene, OR 97401 |
| Phone | 541-359-0388 |
| Office hours | 8a.m. To 4p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| CIK | 1831187 |
| Discloses disciplinary history | No |
Regulatory AUM
$487.4M▲ 4%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 49%
Larger than 51% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$487.4Mregulatory AUM
Discretionary $486.6MNon-discretionary $773K