SOMERSET WEALTH MANAGEMENT, LLC

SOMERSET WEALTH MANAGEMENT, LLC of PORTLAND, OR is an SEC-registered investment adviser (CRD 170213). Regulatory assets under management: $17.3M.

Registration

• CRD: 170213
• Type: Registered investment adviser
• Location: 4600 S KELLY AVENUE, PORTLAND, OR, 97239
• Phone: 503-595-1333
• Latest filing: 2026-03-11
• Regulatory AUM: $17.3M
• Discretionary AUM: $17.3M
• Clients: 2
• Accounts: 105

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 170213 on SEC IAPD (source of record)
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