Horst & Graben Wealth Management, LLC
● SEC registered since 2018CRD 297368SEC# 801-113498Portland, OR
Reg. AUM
$920.1M
Employees
10
Accounts
3,442
Location
Portland, OR
Horst & Graben Wealth Management, LLC assets under management
Horst & Graben Wealth Management, LLC is an SEC-registered investment adviser based in Portland, OR. The firm has been registered since 2018. It reports $920.1 million in regulatory assets under management and employs 10 people.
Horst & Graben Wealth Management, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Casey Edward Cleveland Control | Founding Partner / Chief Compliance Officer | Under 5% | 2018 |
| Jamieson Logan Grabenhorst Control | Managing Partner / Founding Partner | Over 75% | 2018 |
| The Casey and Molly Cleveland Revocable Living Trust, Dated 5/2/07 | Owner | 10-25% | 2007 |
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Join to unlock · $37/moFrequently asked questions
How much does Horst & Graben Wealth Management, LLC manage?
Horst & Graben Wealth Management, LLC reports $920.1 million in regulatory assets under management on its Form ADV.
How many employees does Horst & Graben Wealth Management, LLC have?
Horst & Graben Wealth Management, LLC reports 10 employees.
Where is Horst & Graben Wealth Management, LLC located?
Horst & Graben Wealth Management, LLC is based in Portland, OR and has been SEC-registered since 2018.
Does Horst & Graben Wealth Management, LLC disclose fund performance?
Horst & Graben 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 | 6600 SW 92nd Ave, Suite 210, Portland, OR 97223 |
| Phone | 503-342-8900 |
| Office hours | 8 a.m. - 5 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$920.1M▲ 42%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 35%
Larger than 65% of 16,271 advisers
EmployeesTop 40%
More than 60% of 16,825 advisers
Assets under management
$920.1Mregulatory AUM
Discretionary $839.3MNon-discretionary $80.7M