OREGON PACIFIC WEALTH MANAGEMENT, LLC
Legal name: OREGON PACIFIC WEALTH MANAGEMENT
CRD #283958 SEC #801-122222 MEDFORD, OR 541-858-0166
SEC Registered
Total AUM
$174.9M
Discretionary
$173M
Employees
5
Clients
26
Accounts
556
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $174.9M | $173M | $1.9M | 5 | 1 |
| Jul 2025 | $174.9M | $173M | $1.9M | 5 | 1 |
| Apr 2025 | $174.9M | $173M | $1.9M | 5 | 1 |
| Feb 2025 | $174.9M | $173M | $1.9M | 6 | 1 |
| Jan 2025 | $174.9M | $173M | $1.9M | 6 | 1 |
| Feb 2024 | $155M | $153.8M | $1.2M | 6 | 1 |
| Feb 2024 | $135M | $135M | $0 | 6 | 1 |
| Jan 2024 | $135M | $135M | $0 | 5 | 1 |
| Jan 2024 | $135M | $135M | $0 | 5 | 1 |
| Dec 2023 | $135M | $135M | $0 | 5 | 1 |
| Oct 2023 | $135M | $135M | $0 | 5 | 1 |
| Apr 2023 | $135M | $135M | $0 | 5 | 1 |
| Apr 2023 | $135M | $135M | $0 | 6 | 1 |
| Mar 2023 | $135M | $135M | $0 | 6 | 1 |
| Jan 2023 | $139M | $139M | $0 | 6 | 4 |
| Oct 2022 | $139M | $139M | $0 | 6 | 4 |
| Oct 2022 | $139M | $139M | $0 | 6 | 4 |
| Oct 2022 | $139M | $139M | $0 | 6 | 4 |
| Oct 2022 | $139M | $139M | $0 | 6 | 4 |
| Feb 2022 | $139M | $139M | $0 | 6 | 4 |
| Dec 2021 | $119M | $119M | $0 | 5 | 0 |
| Nov 2021 | $119M | $119M | $0 | 5 | 0 |
| Oct 2021 | $119M | $119M | $0 | 5 | 0 |
| Sep 2021 | $119M | $119M | $0 | 5 | 0 |
| Sep 2021 | $119M | $119M | $0 | 5 | 0 |
| Aug 2021 | $119M | $119M | $0 | 5 | 0 |
| Aug 2021 | $119M | $119M | $0 | 5 | 0 |
| Aug 2021 | $119M | $119M | $0 | 5 | 0 |
| Aug 2021 | $119M | $119M | $0 | 5 | 0 |
| Aug 2021 | $119M | $119M | $0 | 5 | 0 |
DateNov 2025
Total AUM$174.9M
Discretionary$173M
Non-Disc.$1.9M
Employees5
Clients1
DateJul 2025
Total AUM$174.9M
Discretionary$173M
Non-Disc.$1.9M
Employees5
Clients1
DateApr 2025
Total AUM$174.9M
Discretionary$173M
Non-Disc.$1.9M
Employees5
Clients1
DateFeb 2025
Total AUM$174.9M
Discretionary$173M
Non-Disc.$1.9M
Employees6
Clients1
DateJan 2025
Total AUM$174.9M
Discretionary$173M
Non-Disc.$1.9M
Employees6
Clients1
DateFeb 2024
Total AUM$155M
Discretionary$153.8M
Non-Disc.$1.2M
Employees6
Clients1
DateFeb 2024
Total AUM$135M
Discretionary$135M
Non-Disc.$0
Employees6
Clients1
DateJan 2024
Total AUM$135M
Discretionary$135M
Non-Disc.$0
Employees5
Clients1
DateJan 2024
Total AUM$135M
Discretionary$135M
Non-Disc.$0
Employees5
Clients1
DateDec 2023
Total AUM$135M
Discretionary$135M
Non-Disc.$0
Employees5
Clients1
DateOct 2023
Total AUM$135M
Discretionary$135M
Non-Disc.$0
Employees5
Clients1
DateApr 2023
Total AUM$135M
Discretionary$135M
Non-Disc.$0
Employees5
Clients1
DateApr 2023
Total AUM$135M
Discretionary$135M
Non-Disc.$0
Employees6
Clients1
DateMar 2023
Total AUM$135M
Discretionary$135M
Non-Disc.$0
Employees6
Clients1
DateJan 2023
Total AUM$139M
Discretionary$139M
Non-Disc.$0
Employees6
Clients4
DateOct 2022
Total AUM$139M
Discretionary$139M
Non-Disc.$0
Employees6
Clients4
DateOct 2022
Total AUM$139M
Discretionary$139M
Non-Disc.$0
Employees6
Clients4
DateOct 2022
Total AUM$139M
Discretionary$139M
Non-Disc.$0
Employees6
Clients4
DateOct 2022
Total AUM$139M
Discretionary$139M
Non-Disc.$0
Employees6
Clients4
DateFeb 2022
Total AUM$139M
Discretionary$139M
Non-Disc.$0
Employees6
Clients4
DateDec 2021
Total AUM$119M
Discretionary$119M
Non-Disc.$0
Employees5
Clients0
DateNov 2021
Total AUM$119M
Discretionary$119M
Non-Disc.$0
Employees5
Clients0
DateOct 2021
Total AUM$119M
Discretionary$119M
Non-Disc.$0
Employees5
Clients0
DateSep 2021
Total AUM$119M
Discretionary$119M
Non-Disc.$0
Employees5
Clients0
DateSep 2021
Total AUM$119M
Discretionary$119M
Non-Disc.$0
Employees5
Clients0
DateAug 2021
Total AUM$119M
Discretionary$119M
Non-Disc.$0
Employees5
Clients0
DateAug 2021
Total AUM$119M
Discretionary$119M
Non-Disc.$0
Employees5
Clients0
DateAug 2021
Total AUM$119M
Discretionary$119M
Non-Disc.$0
Employees5
Clients0
DateAug 2021
Total AUM$119M
Discretionary$119M
Non-Disc.$0
Employees5
Clients0
DateAug 2021
Total AUM$119M
Discretionary$119M
Non-Disc.$0
Employees5
Clients0