Edgewood Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Edgewood Wealth Management is an independent, fee-only registered investment adviser that serves individuals, high‑net‑worth clients, pension and profit‑sharing plans, charitable organizations, and businesses. The firm provides discretionary and non‑discretionary investment management, ongoing and project‑based financial planning, held‑away account review, and explicit real estate planning guidance for clients with rental property investments.
The firm’s investment approach emphasizes asset allocation and modern portfolio theory implemented through a combination of passive and active strategies, and it may engage third‑party outside managers to manage portions of client portfolios. Clients typically grant limited discretionary trading authority and receive periodic reviews and written planning deliverables, while custody and trade execution are generally facilitated through a recommended institutional custodian.
Distinctive features disclosed in the brochure include an uncommon affiliation with a licensed real estate brokerage and explicit services that integrate rental real estate into clients’ financial plans; the principal also reports approximately 50% of their time is spent in a separate lending and loan‑structuring role and about 10% on real estate brokerage activities. The advisory business is newly formed in 2026 and currently reports no assets under management, a profile that differs from many more established independent advisers.
Client services
Expertise
Fee options
Ongoing Financial Planning with quarterly fixed fees up to $3,750 per quarter (max $15,000 per year)
1.50% annually
Project-Based Financial Planning at $400 per hour
Fee-only: Financial Planning fees: initial fee up to $5,000; ongoing planning up to $15,000 per year; project-based planning at $400/hour
Main office
Bend OR
Advisors at this office
1
Most active in
Oregon
Also doing business as
Edgewood Wealth Management · Edgewood 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:
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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