WEALTH MANAGEMENT, INC.
CRD #126534 SEC #801-62149 WILSONVILLE, OR 503.682.8888
SEC Registered
Total AUM
$44.3M
Discretionary
$43.1M
Employees
1
Clients
0
Accounts
56
Firm Details
- Organization Type
- Corporation
- State of Formation
- Oregon
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 6, 2012
- 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 |
|---|---|---|---|---|
| FADDEN, GERALD, FRANCIS | I | PRESIDENT, DIRECTOR, CHIEF COMPLIANCE OFFICER, SHAREHOLDER | E | Control |
| FADDEN, GERALD, FRANCIS | I | PRESIDENT, DIRECTOR, CHIEF COMPLIANCE OFFICER, SHAREHOLDER | E | Control |
| FADDEN, GERALD, FRANCIS | I | PRESIDENT, DIRECTOR, CHIEF COMPLIANCE OFFICER, SHAREHOLDER | E | Control |
| FADDEN, GERALD, FRANCIS | I | PRESIDENT, DIRECTOR, CHIEF COMPLIANCE OFFICER, SHAREHOLDER | E | Control |
| FADDEN, GERALD, FRANCIS | I | PRESIDENT, DIRECTOR, CHIEF COMPLIANCE OFFICER, SHAREHOLDER | E | Control |
| FADDEN, GERALD, FRANCIS | I | PRESIDENT, DIRECTOR, CHIEF COMPLIANCE OFFICER, SHAREHOLDER | E | Control |
| FADDEN, GERALD, FRANCIS | I | PRESIDENT, DIRECTOR, CHIEF COMPLIANCE OFFICER, SHAREHOLDER | E | Control |
| FADDEN, GERALD, FRANCIS | I | PRESIDENT, DIRECTOR, CHIEF COMPLIANCE OFFICER | D | Control |
| RUTHERFORD, NELSON, EUGENE | I | SECRETARY, TREASURER | C | Control |
| O'CONNOR, EDMOND, BARRY | I | SHAREHOLDER | B | |
| SAKAI, KEN, WILLIAM | I | SHAREHOLDER | B |
Registrations
Federal
IA
Feb 6, 2012 REGISTERED
Notice Filings (1)
OR
Address
8655 SW CITIZENS DRIVE#108
WILSONVILLE, OR 97070
United States
Phone: 503.682.8888