WILLAMETTE VALLEY WEALTH MANAGEMENT, LLC

WILLAMETTE VALLEY WEALTH MANAGEMENT, LLC of SALEM, OR is an SEC-registered investment adviser (CRD 311390). Regulatory assets under management: $69.9M.

Registration

• CRD: 311390
• Type: Registered investment adviser
• Location: 3295 TRIANGLE DRIVE, SALEM, OR, 97302
• Phone: 503-378-0220
• Latest filing: 2026-02-05
• Regulatory AUM: $69.9M
• Discretionary AUM: $69.9M
• Clients: 1
• Accounts: 111

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 311390 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search