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DEFINED WEALTH MANAGEMENT, LLC
DEFINED WEALTH MANAGEMENT, LLC
BEAVERTON, Oregon
·
2 registered advisors
·
CRD# 306779
SEC# 801-117859
0
503-444-7895
01
Firm Overview
AUM
$197M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at DEFINED WEALTH MANAGEMENT, LLC
2 registered advisors
Christopher A Hatfield
BEAVERTON, Oregon
CRD# 5733146
Joseph Edward Opsahl
BEAVERTON, Oregon
CRD# 1257252
05
Office Locations
BEAVERTON, Oregon
2 advisors
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Data sourced from SEC Form ADV filings. DEFINED WEALTH MANAGEMENT, LLC (CRD# 306779) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.