# DEFINED WEALTH MANAGEMENT, LLC

DEFINED WEALTH MANAGEMENT, LLC of BEAVERTON, OR is an SEC-registered investment adviser.

## Registration

- CRD: 306779
- Type: SEC-registered investment adviser
- SEC file number: 801-117859
- Location: 8625 SW CASCADE AVE., SUITE 410, BEAVERTON, OR, 97008
- Phone: 503-444-7895
- Latest filing: 2026-06-29
- Regulatory AUM: $254.0M
- Discretionary AUM: $252.6M
- Non-discretionary AUM: $1.4M
- Clients: 4
- Accounts: 557

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles

## Officers, owners & control persons (8)

| Name | Role | Location |
| --- | --- | --- |
| Matthew Ashley Swendiman | CHIEF COMPLIANCE OFFICER | — |
| Michelle Lea Eldridge | CHIEF COMPLIANCE OFFICER | — |
| Joseph Edward Opsahl | MANAGING PARTNER | — |
| Christopher A Hatfield | MANAGING PARTNER | — |
| OPSAHL JOSEPH EDWARD | MANAGING MEMBER; MANAGING PARTNER | — |
| SIZEMORE STACY LEIGH | CHIEF COMPLIANCE OFFICER | — |
| HATFIELD CHRISTOPHER A | MANAGING MEMBER; MANAGING PARTNER | — |
| ELDRIDGE MICHELLE LEA | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/306779/brochure
- Similar advisers: https://search.stillhousedata.com/firm/306779/similar
- Related entities: https://search.stillhousedata.com/firm/306779/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/306779

---

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.