OSWEGO WEALTH MANAGEMENT, INC.

OSWEGO WEALTH MANAGEMENT, INC. of TUALATIN, OR is an SEC-registered investment adviser (CRD 307378). Regulatory assets under management: $41.5M.

Registration

• CRD: 307378
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 307378 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search