DEFINED WEALTH MANAGEMENT, LLC of BEAVERTON, OR is an SEC-registered investment adviser (CRD 306779). Regulatory assets under management: $254.0M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles.
| 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 | — |