Willamette Valley Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$54,900,000
Clients
67
Advisors
1
of 1 employees
About
Willamette Valley Wealth Management is an independent, single-advisor registered investment adviser managing roughly $69.9 million for about 67 clients. The firm provides discretionary asset management, comprehensive financial planning (delivered at no additional cost), and retirement plan services including pension and profit-sharing plans.
Willamette charges percentage-of-assets fees on a blended schedule and typically exercises discretionary trading authority to implement client-specific investment programs. Its investment work draws on fundamental, technical and cyclical analysis, and client relationships are documented with individualized objectives and written investment policy statements.
Noteworthy features include an affiliation with an accounting firm: the firm’s principal is a CPA with a master’s in taxation and a Personal Financial Specialist credential who spends more than half of his time on accounting practice, a relationship the firm discloses and manages to mitigate conflicts. The firm also provides ERISA plan services (including 3(38) investment manager arrangements), pension consulting, and serves charitable organizations—services that are less common among comparable solo independent advisers.
Client services
Occupation focus
Fee options
$0 - $500,000: 1.00% annually $500,000 - $1,000,000: 0.75% annually $1,000,000+: 0.50% annually
Account minimum: $250,000 Fee-only: Financial planning and consulting services provided at no additional cost to asset management clients.
Main office
3295 Triangle Drive, Suite 200
Salem OR 97302
Advisors at this office
1
Most active in
Louisiana · Oregon
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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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.
Forms ADV
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