WILLAMETTE FINANCIAL ADVISORS, LLC
CRD #173482 SEC #801-112193 PORTLAND, OR 503-747-0306
SEC Registered
Total AUM
$151.8M
Discretionary
$149.8M
Employees
3
Clients
1
Accounts
670
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $151.8M | $149.8M | $2.1M | 3 | 5 |
| Mar 2025 | $151.8M | $149.8M | $2.1M | 4 | 5 |
| Feb 2025 | $131.5M | $128.8M | $2.6M | 6 | 5 |
| Dec 2024 | $131.5M | $128.8M | $2.6M | 6 | 5 |
| Feb 2024 | $131.5M | $128.8M | $2.6M | 6 | 5 |
| Mar 2023 | $123.1M | $115.8M | $7.3M | 6 | 4 |
| Feb 2022 | $133.6M | $128.3M | $5.3M | 7 | 8 |
| Nov 2021 | $100.1M | $95.8M | $4.3M | 7 | 3 |
| Sep 2021 | $100.1M | $95.8M | $4.3M | 7 | 3 |
| Jul 2021 | $100.1M | $95.8M | $4.3M | 7 | 3 |
| Feb 2021 | $100.1M | $95.8M | $4.3M | 7 | 3 |
| Dec 2020 | $125.5M | $116.7M | $8.9M | 7 | 4 |
| Jun 2020 | $125.5M | $116.7M | $8.9M | 7 | 4 |
| Feb 2020 | $125.5M | $116.7M | $8.9M | 7 | 4 |
| Jul 2019 | $131.3M | $121.3M | $10M | 7 | 7 |
| Feb 2019 | $131.3M | $121.3M | $10M | 8 | 7 |
| Jan 2018 | $106.6M | $100.3M | $6.3M | 7 | 0 |
| Jan 2018 | $106.6M | $100.3M | $6.3M | 7 | 0 |
| Nov 2017 | $103.8M | $97.5M | $6.2M | 7 | 0 |
DateSep 2025
Total AUM$151.8M
Discretionary$149.8M
Non-Disc.$2.1M
Employees3
Clients5
DateMar 2025
Total AUM$151.8M
Discretionary$149.8M
Non-Disc.$2.1M
Employees4
Clients5
DateFeb 2025
Total AUM$131.5M
Discretionary$128.8M
Non-Disc.$2.6M
Employees6
Clients5
DateDec 2024
Total AUM$131.5M
Discretionary$128.8M
Non-Disc.$2.6M
Employees6
Clients5
DateFeb 2024
Total AUM$131.5M
Discretionary$128.8M
Non-Disc.$2.6M
Employees6
Clients5
DateMar 2023
Total AUM$123.1M
Discretionary$115.8M
Non-Disc.$7.3M
Employees6
Clients4
DateFeb 2022
Total AUM$133.6M
Discretionary$128.3M
Non-Disc.$5.3M
Employees7
Clients8
DateNov 2021
Total AUM$100.1M
Discretionary$95.8M
Non-Disc.$4.3M
Employees7
Clients3
DateSep 2021
Total AUM$100.1M
Discretionary$95.8M
Non-Disc.$4.3M
Employees7
Clients3
DateJul 2021
Total AUM$100.1M
Discretionary$95.8M
Non-Disc.$4.3M
Employees7
Clients3
DateFeb 2021
Total AUM$100.1M
Discretionary$95.8M
Non-Disc.$4.3M
Employees7
Clients3
DateDec 2020
Total AUM$125.5M
Discretionary$116.7M
Non-Disc.$8.9M
Employees7
Clients4
DateJun 2020
Total AUM$125.5M
Discretionary$116.7M
Non-Disc.$8.9M
Employees7
Clients4
DateFeb 2020
Total AUM$125.5M
Discretionary$116.7M
Non-Disc.$8.9M
Employees7
Clients4
DateJul 2019
Total AUM$131.3M
Discretionary$121.3M
Non-Disc.$10M
Employees7
Clients7
DateFeb 2019
Total AUM$131.3M
Discretionary$121.3M
Non-Disc.$10M
Employees8
Clients7
DateJan 2018
Total AUM$106.6M
Discretionary$100.3M
Non-Disc.$6.3M
Employees7
Clients0
DateJan 2018
Total AUM$106.6M
Discretionary$100.3M
Non-Disc.$6.3M
Employees7
Clients0
DateNov 2017
Total AUM$103.8M
Discretionary$97.5M
Non-Disc.$6.2M
Employees7
Clients0