LOOKAHEAD WEALTH LLC

LOOKAHEAD WEALTH LLC of WEST LINN, OR is an SEC-registered investment adviser (CRD 285724). Regulatory assets under management: $45.4M.

Registration

• CRD: 285724
• Type: Registered investment adviser
• Location: 1980 WILLAMETTE FALLS DRIVE, WEST LINN, OR, 97068
• Phone: 503.832.0165
• Latest filing: 2026-05-29
• Regulatory AUM: $45.4M
• Discretionary AUM: $45.4M
• Clients: 2
• Accounts: 199

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Pooled vehicles.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 285724 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search