# OSWEGO WEALTH MANAGEMENT, INC.

OSWEGO WEALTH MANAGEMENT, INC. of TUALATIN, OR is an SEC-registered investment adviser.

## Registration

- CRD: 307378
- Type: SEC-registered investment adviser
- Location: 18840 SW BOONES FERRY ROAD, TUALATIN, OR, 97062
- Phone: 503-603-0872
- Latest filing: 2026-01-22
- Regulatory AUM: $41.5M
- Discretionary AUM: $41.5M
- Clients: 2
- Accounts: 61

## Business model

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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/307378/brochure
- Similar advisers: https://search.stillhousedata.com/firm/307378/similar
- Related entities: https://search.stillhousedata.com/firm/307378/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/307378

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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.