WEALTH ADVISORS, LLC
CRD #108769 SEC #801-57957 LAKE OSWEGO, OR 503-620-5329
SEC Registered
Total AUM
$182.4M
Discretionary
$51.5M
Employees
--
Clients
25
Accounts
89
Firm Details
- Organization Type
- Partnership
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 30, 2005
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BARCHUS, KEVIN, SCOTT | I | PRESIDENT / CHIEF COMPLIANCE OFFICER / MEMBER | NA | Control |
| BARCHUS, KEVIN, SCOTT | I | PRESIDENT / CHIEF COMPLIANCE OFFICER / MEMBER | NA | Control |
| DANIELS, TOBY, JAY | I | VICE-PRESIDENT / MEMBER | NA | Control |
| DANIELS, TOBY, JAY | I | VICE-PRESIDENT / MEMBER | NA | Control |
| DAVISON, DOUGLAS, EDWARD | I | VICE-PRESIDENT / MEMBER | NA | Control |
| DAVISON, DOUGLAS, EDWARD | I | VICE-PRESIDENT / MEMBER | NA | Control |
| RICHARDS, DARIN, EARL | I | CHIEF INVESTMENT OFFICER | NA | |
| RICHARDS, DARIN, EARL | I | CHIEF INVESTMENT OFFICER | NA | |
| RICHARDS, DARIN, EARL | I | CHIEF INVESTMENT OFFICER | NA | |
| RICHARDS, DARIN, EARL | I | CHIEF INVESTMENT OFFICER | NA | |
| RICHARDS, DARIN, EARL | I | CHIEF INVESTMENT OFFICER | NA | |
| RICHARDS, DARIN, EARL | I | CHIEF INVESTMENT OFFICER / MEMBER | NA | Control |
| ZIEKY, CHARLEEN, RACHEL | I | VICE-PRESIDENT / MEMBER | NA | Control |
| AKT SERVICES, LLC | DE | OWNER | E | |
| AKT SERVICES, LLC | DE | OWNER | E | |
| AKT SERVICES, LLP | DE | OWNER | E | Control |
| ALDRICH, KENT, L | I | PARTNER | A | Control |
| ALDRICH, KENT, LUMAN | I | MEMBER | A | Control |
| BARCHUS, KEVIN | I | CHIEF INVESTMENT OFFICER | A | Control |
| BARCHUS, KEVIN, SCOTT | I | CHIEF COMPLIANCE OFFICER, MEMBER | A | Control |
| BARCHUS, KEVIN, SCOTT | I | PRESIDENT / CHIEF COMPLIANCE OFFICER / MEMBER | A | Control |
| BARCHUS, KEVIN, SCOTT | I | CHIEF COMPLIANCE OFFICER, MEMBER | A | Control |
| BARCHUS, KEVIN, SCOTT | I | CHIEF COMPLIANCE OFFICER, MEMBER | A | Control |
| BARCHUS, KEVIN, SCOTT | I | CHIEF INVESTMENT OFFICER | A | Control |
| BIRGE, MARK, E | I | PARTNER | A | Control |
| BIRGE, MARK, EDWARD | I | MEMBER | A | Control |
| BIRGE, MARK, EDWARD | I | MEMBER | A | Control |
| BIRGE, MARK, EDWARD | I | MEMBER | A | Control |
| BIRGE, MARK, EDWARD | I | MEMBER | A | Control |
| BUCK, DAVID, F | I | PARTNER | A | Control |
| BUCK, DAVID, FRANKLIN | I | MEMBER | A | Control |
| BUCK, DAVID, FRANKLIN | I | MEMBER | A | Control |
| BUCK, DAVID, FRANKLIN | I | MEMBER | A | Control |
| BUCK, DAVID, FRANKLIN | I | MEMBER | A | Control |
| DAILEY, JIMMY, L. | I | PARTNER | A | Control |
| DAILEY, JIMMY, LEE | I | MEMBER | A | Control |
| DAILEY, JIMMY, LEE | I | MEMBER | A | Control |
| DAILEY, JIMMY, LEE | I | MEMBER | A | Control |
| DAILEY, JIMMY, LEE | I | MEMBER | A | Control |
| DANIELS, SCOTT, A. | I | PARTNER | A | Control |
| DANIELS, SCOTT, ALLEN | I | MEMBER | A | Control |
| DANIELS, SCOTT, ALLEN | I | MEMBER | A | Control |
| DANIELS, SCOTT, ALLEN | I | MEMBER | A | Control |
| DANIELS, SCOTT, ALLEN | I | MEMBER | A | Control |
| DANIELS, TOBY, JAY | I | MEMBER | A | Control |
| DANIELS, TOBY, JAY | I | VICE-PRESIDENT / MEMBER | A | Control |
| DANIELS, TOBY, JAY | I | MEMBER | A | Control |
| DANIELS, TOBY, JAY | I | MEMBER | A | Control |
| DAVISON, DOUGLAS, E | I | PRESIDENT | A | Control |
| DAVISON, DOUGLAS, EDWARD | I | PRESIDENT | A | Control |
| DAVISON, DOUGLAS, EDWARD | I | VICE-PRESIDENT / MEMBER | A | Control |
| DAVISON, DOUGLAS, EDWARD | I | PRESIDENT | A | Control |
| DAVISON, DOUGLAS, EDWARD | I | PRESIDENT | A | Control |
| DAVISON, DOUGLAS, EDWARD | I | PRESIDENT | A | Control |
| GUILFOY, GEOFFREY, G. | I | PARTNER | A | Control |
| GUILFOY, GEOFFREY, GADDY | I | MEMBER | A | Control |
| GUILFOY, GEOFFREY, GADDY | I | MEMBER | A | Control |
| GUILFOY, GEOFFREY, GADDY | I | MEMBER | A | Control |
| GUILFOY, GEOFFREY, GADDY | I | MEMBER | A | Control |
| HORTON, NANCY, M. | I | PARTNER | A | Control |
| HORTON, NANCY, MARIE | I | MEMBER | A | Control |
| HORTON, NANCY, MARIE | I | MEMBER | A | Control |
| HORTON, NANCY, MARIE | I | MEMBER | A | Control |
| HORTON, NANCY, MARIE | I | MEMBER | A | Control |
| PERRY, BILL, J. | I | PARTNER | A | Control |
| RUFENER, RONALD, D | I | PARTNER | A | Control |
| RUFENER, RONALD, DEAN | I | MEMBER | A | Control |
| RUFENER, RONALD, DEAN | I | MEMBER | A | Control |
| RUFENER, RONALD, DEAN | I | MEMBER | A | Control |
| RUFENER, RONALD, DEAN | I | MEMBER | A | Control |
| SCHNEID, JOSEPH, WALTER | I | MEMBER | A | Control |
| SCHNEID, JOSEPH, WALTER | I | MEMBER | A | Control |
| SCHNEID, JOSEPH, WALTER | I | MEMBER | A | Control |
| SCHNEID, JOSEPH, WALTER | I | MEMBER | A | Control |
| TATONE, STEPHEN, M | I | PARTNER | A | Control |
| TATONE, STEPHEN, MICHAEL | I | MEMBER | A | Control |
| TATONE, STEPHEN, MICHAEL | I | MEMBER | A | Control |
| TATONE, STEPHEN, MICHAEL | I | MEMBER | A | Control |
| TATONE, STEPHEN, MICHAEL | I | MEMBER | A | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| BARCHUS, KEVIN, SCOTT | I | AKT SERVICES, LLC | F | Control |
| BARCHUS, KEVIN, SCOTT | I | AKT SERVICES, LLP | F | Control |
| BIRGE, MARK, EDWARD | I | AKT SERVICES, LLC | F | Control |
| BIRGE, MARK, EDWARD | I | AKT SERVICES, LLP | F | Control |
| CAMPERELL, KEVIN, JAMES | I | AKT SERVICES, LLP | F | Control |
| DAVISON, DOUGLAS, EDWARD | I | AKT SERVICES, LLC | F | Control |
| DAVISON, DOUGLAS, EDWARD | I | AKT SERVICES, LLP | F | Control |
| MITCHELL, RONALD, ALAN | I | AKT SERVICES, LLC | F | Control |
| MITCHELL, RONALD, ALAN | I | AKT SERVICES, LLP | F | Control |
| TATONE, STEPHEN, MICHAEL | I | AKT SERVICES, LLC | F | Control |
| TATONE, STEPHEN, MICHAEL | I | AKT SERVICES, LLP | F | Control |
Registrations
Federal
IA
Sep 30, 2005 REGISTERED
Notice Filings (3)
CA OR WA
Address
5665 SW MEADOWS RDSUITE 200
LAKE OSWEGO, OR 97035
USA
Phone: 503-620-5329