Willamette Financial Advisors, LLC
● SEC registered since 2017CRD 173482SEC# 801-112193Portland, OR
Reg. AUM
$117.5M
Employees
3
Accounts
488
Location
Portland, OR
Willamette Financial Advisors, LLC assets under management
Willamette Financial Advisors, LLC operates as an SEC-registered investment adviser based in Portland, OR. The firm has been registered since 2017. It reports $117.5 million in regulatory assets under management and employs 3 people.
Willamette Financial Advisors, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| James Michael Jones Control | Principal Member, Cco & Cfo | Over 75% | 2018 |
Frequently asked questions
How much does Willamette Financial Advisors, LLC manage?
Willamette Financial Advisors, LLC reports $117.5 million in regulatory assets under management on its Form ADV.
How many employees does Willamette Financial Advisors, LLC have?
Willamette Financial Advisors, LLC reports 3 employees.
Where is Willamette Financial Advisors, LLC located?
Willamette Financial Advisors, LLC is based in Portland, OR and has been SEC-registered since 2017.
Does Willamette Financial Advisors, LLC disclose fund performance?
Willamette Financial Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 6650 SW Redwood Lane, Suite 310, Suite 310, Portland, OR 97224 |
| Phone | 503-747-0306 |
| Fax | 503-459-0541 |
| Office hours | 9 a.m. To 5 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$117.5M▼ 11%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 90%
Larger than 10% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$117.5Mregulatory AUM
Discretionary $110.8MNon-discretionary $6.7M