# WILLAMETTE FINANCIAL ADVISORS, LLC

WILLAMETTE FINANCIAL ADVISORS, LLC of PORTLAND, OR is an SEC-registered investment adviser.

## Registration

- CRD: 173482
- Type: SEC-registered investment adviser
- SEC file number: 801-112193
- Location: 6650 SW REDWOOD LANE, SUITE 310, SUITE 310, PORTLAND, OR, 97224
- Phone: 503-747-0306
- Latest filing: 2026-02-04
- Regulatory AUM: $117.5M
- Discretionary AUM: $110.8M
- Non-discretionary AUM: $6.7M
- Clients: 3
- Accounts: 488

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| Barry K Allen | MEMBER, CCO, AND COO; MEMBER, CFO, AND COO; PRINCIPAL MEMBER, CEO, AND COO (+1 more) | Providence, RI |
| James Michael Jones | PRINCIPAL MEMBER, CCO & CFO | — |
| Ronald Allen Barry | PRINCIPAL MEMBER, CEO, AND COO | — |
| JONES TODD MICHAEL | MEMBER AND CCO; PRINCIPAL MEMBER AND CCO; PRINCIPAL MEMBER, CCO & CFO | — |
| NELSON VITA JOY | MEMBER AND CFO | — |
| DUNNE STEPHEN DAUNT | MEMBER AND CEO | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/173482/brochure
- Similar advisers: https://search.stillhousedata.com/firm/173482/similar
- Related entities: https://search.stillhousedata.com/firm/173482/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/173482

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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.