REAL AGENCY WEALTH LLC

REAL AGENCY WEALTH LLC is an SEC-registered investment adviser (CRD 337219). Regulatory assets under management: $16.0M.

Registration

• CRD: 337219
• Type: Registered investment adviser
• Phone: 503-606-8862
• Latest filing: 2026-05-19
• Regulatory AUM: $16.0M
• Discretionary AUM: $16.0M
• Clients: 1
• Accounts: 67

Business model

Compensation: % of AUM, Hourly, Fixed.

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 337219 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search