Oregon Pacific Wealth Management, LLC
● SEC registered since 2021CRD 283958SEC# 801-122222Medford, OR
Reg. AUM
$156.3M
Employees
5
Accounts
530
Location
Medford, OR
Oregon Pacific Wealth Management, LLC assets under management
Oregon Pacific Wealth Management, LLC operates as an SEC-registered investment adviser based in Medford, OR. The firm has been registered since 2021. It reports $156.3 million in regulatory assets under management and employs 5 people.
Oregon Pacific Wealth Management, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew Benedict Corradetti Control | Chief Investment Officer | Under 5% | 2016 |
| Audrey Rosemarie Creak Control | Chief Compliance Officer | Under 5% | 2016 |
| Oregon Pacific Banking Co. Control | Owner | Over 75% | 2016 |
Frequently asked questions
How much does Oregon Pacific Wealth Management, LLC manage?
Oregon Pacific Wealth Management, LLC reports $156.3 million in regulatory assets under management on its Form ADV.
How many employees does Oregon Pacific Wealth Management, LLC have?
Oregon Pacific Wealth Management, LLC reports 5 employees.
Where is Oregon Pacific Wealth Management, LLC located?
Oregon Pacific Wealth Management, LLC is based in Medford, OR and has been SEC-registered since 2021.
Does Oregon Pacific Wealth Management, LLC disclose fund performance?
Oregon Pacific 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 | 3250 Hillcrest Park Drive, Suite 102, Medford, OR 97504 |
| Phone | 541-858-0166 |
| Office hours | 08:00a.m.-5:00p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$156.3M▼ 11%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 82%
Larger than 18% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$156.3Mregulatory AUM
Discretionary $155.1MNon-discretionary $1.2M