# WEALTH ADVISORS, LLC

WEALTH ADVISORS, LLC of LAKE OSWEGO, OR is an SEC-registered investment adviser.

## Registration

- CRD: 108769
- Type: SEC-registered investment adviser
- SEC file number: 801-57957
- Location: 5665 SW MEADOWS RD, SUITE 200, LAKE OSWEGO, OR, 97035
- Phone: 503-620-5329
- Latest filing: 2008-03-28
- Regulatory AUM: $270.0M
- Discretionary AUM: $262.0M
- Non-discretionary AUM: $8.0M
- Clients: 11
- Accounts: 700

## Officers, owners & control persons (31)

_Showing 25 of 31 people._

| Name | Role | Location |
| --- | --- | --- |
| BARCHUS KEVIN SCOTT | CHIEF COMPLIANCE OFFICER, MEMBER; CHIEF INVESTMENT OFFICER; EXECUTIVE COMMITTEE (+1 more) | — |
| BIRGE MARK EDWARD | EXECUTIVE COMMITTEE; MEMBER | — |
| BUCK DAVID FRANKLIN | MEMBER | — |
| DAILEY JIMMY LEE | MEMBER | — |
| DANIELS SCOTT ALLEN | MEMBER | — |
| DAVISON DOUGLAS EDWARD | PRESIDENT; VICE PRESIDENT / EXECUTIVE COMMITTEE; VICE-PRESIDENT / MEMBER | — |
| GUILFOY GEOFFREY GADDY | MEMBER | — |
| HORTON NANCY MARIE | MEMBER | — |
| RUFENER RONALD DEAN | MEMBER | — |
| TATONE STEPHEN MICHAEL | CEO / EXECUTIVE COMMITTEE; MEMBER | — |
| SCHNEID JOSEPH WALTER | MEMBER | — |
| DANIELS TOBY JAY | MEMBER; VICE-PRESIDENT / MEMBER | — |
| RICHARDS DARIN EARL | CHIEF INVESTMENT OFFICER; CHIEF INVESTMENT OFFICER / MEMBER | — |
| ALDRICH JON L | MEMBER; PARTNER | — |
| MITCHELL RICHARD ALAN | EXECUTIVE COMMITTEE | — |
| HORTON TRAVIS M | MEMBER; PARTNER | — |
| ALDRICH KENT LUMAN | MEMBER | — |
| ZIEKY CHARLEEN RACHEL | VICE-PRESIDENT / MEMBER | — |
| CAMPERELL KEVIN JAMES | EXECUTIVE COMMITTEE | — |
| DANIELS EDWIN A | MEMBER; PARTNER | — |
| BARCHUS KEVIN | CHIEF INVESTMENT OFFICER | — |
| BIRGE MARK E | MEMBER; PARTNER | — |
| BUCK DAVID F | MEMBER; PARTNER | — |
| DAILEY JIMMY L | MEMBER; PARTNER | — |
| DAVISON DOUGLAS E | PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/108769/brochure
- Similar advisers: https://search.stillhousedata.com/firm/108769/similar
- Related entities: https://search.stillhousedata.com/firm/108769/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/108769

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.