44 Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$390,549,654
Clients
201
Advisors
4
of 5 employees
About
44 Wealth Management provides discretionary and non‑discretionary investment management, financial planning and consulting, selection of independent managers, and investment consulting to broker‑dealer customers. As of December 31, 2025 the firm reported managing approximately $487,370,819 across about 1,176 accounts, with most assets managed on a discretionary basis.
The firm pursues diversified portfolios using both passive and active management and applies a range of analytical approaches—fundamental, technical, charting and relative‑strength analysis—alongside strategies such as tactical asset allocation, options, alternative investments and, for some high‑net‑worth clients, margin. It may allocate portions of client portfolios to independent managers and conducts regular monitoring and client reviews, typically at least annually.
A feature that sets the firm apart from many peers is that certain supervised persons are licensed insurance agents who may offer commissionable insurance products; the brochure discloses this potential conflict and describes procedures intended to ensure recommendations are in clients’ best interest. The firm also emphasizes consulting relationships with financial institutions and broker‑dealer customers and operates without a specific account minimum, managing substantial assets across a relatively small client account base.
Client services
Expertise
Occupation focus
Fee options
Financial Planning & Consulting Services offered as fixed fees or negotiated fees; flat fee amount varies by scope
up to 1.75% annually, can be structured as fixed flat percentage, tiered fee schedule, or linear breakpoint fee schedule
Certain Supervised Persons offer securities brokerage services separately on a commission basis
Minimum fee: may include a minimum quarterly fee (specific amount not stated) Fee-only: Financial Planning & Consulting Services charged as fixed fees quoted per project, negotiable; retainers up to $1,200; hourly rate not specifically stated
Main office
2350 Oakmont Way, Suite 104
Eugene OR 97401
Advisors at this office
4
Most active in
Arizona · California · Kentucky · New Hampshire · Oregon · Texas · Washington
Also doing business as
44 Wealth Management LLC · 44 Wealth Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Margo W
CFP®, Series 65
Eugene, OR
44 Wealth Management LLC
Margo Werner is a CFP® with six years of industry experience, currently serving as a financial advisor at 44 Wealth Management LLC in Eugene, OR. She has held roles at the firm since 2020 and previously worked at Bank of America Merrill Lynch and Colgate University. Werner serves as a board member of the Marist Catholic High School Foundation, an educational organization in Eugene. 44 Wealth Management LLC provides discretionary and non-discretionary investment management, financial planning, and consulting services. The firm manages approximately $487 million across over 1,100 accounts, employing a diversified investment approach that includes both passive and active strategies, independent manager allocations, and regular client reviews.
Holly M
Series 66
Eugene, OR
44 Wealth Management LLC
Holly Matus is a financial advisor at 44 Wealth Management LLC with 10 years of industry experience. She holds a Series 66 designation and previously worked at Merrill for five years before joining 44 Wealth Management in 2020. 44 Wealth Management provides discretionary and non-discretionary investment management, financial planning, and consulting services. The firm manages approximately $487 million across over 1,100 accounts, employing both passive and active strategies and offering tailored solutions including tactical asset allocation and alternative investments.
Blaine W
CFP®, Series 63, Series 65
Eugene, OR
44 Wealth Management LLC
Blaine Werner is a CFP® with 49 years of industry experience, currently serving at 44 Wealth Management LLC since 2020. His prior work includes extensive tenures at Merrill and Bank of America, N.A. Werner is an officer of the Lane Werner Family Foundation, a charitable organization that distributes funds to qualified charities. He also participates in community service as a board member for local organizations including the Eugene Police Foundation and a Catholic school support group. 44 Wealth Management provides discretionary and non-discretionary investment management, financial planning, and consulting services. The firm manages diversified portfolios using both passive and active strategies and works with broker-dealer customers without imposing account minimums.
John M
Series 65
Eugene, OR
44 Wealth Management LLC
John Mullen is a financial advisor at 44 Wealth Management LLC in Eugene, OR, holding a Series 65 designation with two years of industry experience. His prior work includes roles at the University of Oregon and positions in property management and resort operations. 44 Wealth Management provides investment management, financial planning, and consulting services to broker-dealer customers. The firm manages diversified portfolios through both passive and active strategies, including tactical asset allocation and alternative investments, serving primarily discretionary accounts without a specific minimum balance.
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