OREGON PACIFIC WEALTH MANAGEMENT, LLC

OREGON PACIFIC WEALTH MANAGEMENT
MEDFORD, Oregon·2 registered advisors·CRD# 283958
SEC# 801-1222221541-858-0166
01

Firm Overview

AUM
$155M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
03

Specialties

Financial PlanningInvestment Management
04

Advisors at OREGON PACIFIC WEALTH MANAGEMENT, LLC

2 registered advisors
Andrew Benedict Corradetti
MEDFORD, Oregon
Audrey Rosemarie Creak
MEDFORD, Oregon
05

Office Locations

MEDFORD, Oregon
2 advisors

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Data sourced from SEC Form ADV filings. OREGON PACIFIC WEALTH MANAGEMENT, LLC (CRD# 283958) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.