OSWEGO PRIVATE WEALTH MANAGEMENT

OSWEGO PRIVATE WEALTH MANAGEMENT of LAKE OSWEGO, OR is an SEC-registered investment adviser (CRD 317174). Regulatory assets under management: $60.5M.

Registration

• CRD: 317174
• Type: Registered investment adviser
• Location: 5335 MEADOWS ROAD, LAKE OSWEGO, OR, 97035
• Phone: 503-931-8104
• Latest filing: 2026-06-30
• Regulatory AUM: $60.5M
• Discretionary AUM: $60.5M
• Clients: 1
• Accounts: 149

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 317174 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search