Defined Wealth Management, LLC
● SEC registered since 2020CRD 306779SEC# 801-117859Beaverton, OR
Reg. AUM
$254M
Employees
4
Accounts
557
Location
Beaverton, OR
Defined Wealth Management, LLC assets under management
Defined Wealth Management, LLC is a registered investment adviser overseen by the SEC based in Beaverton, OR. The firm has been registered since 2020. It reports $254 million in regulatory assets under management and employs 4 people.
Defined Wealth Management, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Christopher A Hatfield Control | Managing Partner | 25-50% | 2020 |
| Joseph Edward Opsahl Control | Managing Partner | 50-75% | 2020 |
| Matthew Ashley Swendiman | Chief Compliance Officer | Under 5% | 2026 |
Frequently asked questions
How much does Defined Wealth Management, LLC manage?
Defined Wealth Management, LLC reports $254 million in regulatory assets under management on its Form ADV.
How many employees does Defined Wealth Management, LLC have?
Defined Wealth Management, LLC reports 4 employees.
Where is Defined Wealth Management, LLC located?
Defined Wealth Management, LLC is based in Beaverton, OR and has been SEC-registered since 2020.
Does Defined Wealth Management, LLC disclose fund performance?
Defined 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 | 8625 SW Cascade Ave., Suite 410, Beaverton, OR 97008 |
| Phone | 503-444-7895 |
| Office hours | 7a.m. - 4p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| CIK | 1849518 |
| Discloses disciplinary history | No |
Regulatory AUM
$254M▲ 15%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 67%
Larger than 33% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$254Mregulatory AUM
Discretionary $252.6MNon-discretionary $1.4M