EWM, LLC
Legal name: ERLANDSON WEALTH MANAGEMENT
CRD #157724 SEC #801-72502 BEAVERTON, OR 503-746-9275
SEC Registered
Total AUM
$27.6M
Discretionary
$0
Employees
1
Clients
--
Accounts
206
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Oregon
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- May 4, 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 |
|---|---|---|---|---|
| ERLANDSON, DAVID, SANFORD | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| ERLANDSON, DAVID, SANFORD | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| ERLANDSON, DAVID, SANFORD | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| ERLANDSON, DAVID, SANFORD | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| ERLANDSON, DAVID, SANFORD | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| ERLANDSON, DAVID, SANFORD | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| ERLANDSON, DAVID, SANFORD | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| ERLANDSON, DAVID, SANFORD | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| ERLANDSON, DAVID, SANFORD | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| ERLANDSON, DAVID, SANFORD | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| ERLANDSON, DAVID, SANFORD | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| ERLANDSON, DAVID, SANFORD | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| ERLANDSON, DAVID, SANFORD | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
May 4, 2012 REGISTERED
Notice Filings (3)
OR TX WA
Address
14780 SW OSPREY DRIVESUITE 320
BEAVERTON, OR 97007
United States
Phone: 503-746-9275