HORST & GRABEN WEALTH MANAGEMENT, LLC
CRD #297368 SEC #801-113498 PORTLAND, OR 503-342-8900
SEC Registered
Total AUM
$796.5M
Discretionary
$730.9M
Employees
8
Clients
1
Accounts
1,207
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $796.5M | $730.9M | $65.7M | 8 | 0 |
| Mar 2025 | $796.5M | $730.9M | $65.7M | 8 | 0 |
| Jan 2025 | $649.9M | $587.3M | $62.6M | 7 | 0 |
| Jun 2024 | $649.9M | $587.3M | $62.6M | 7 | 0 |
| Mar 2024 | $649.9M | $587.3M | $62.6M | 7 | 0 |
| Nov 2023 | $577.3M | $514.7M | $62.6M | 7 | 0 |
| Oct 2023 | $577.3M | $514.7M | $62.6M | 7 | 0 |
| Apr 2023 | $577.3M | $514.7M | $62.6M | 7 | 0 |
| Mar 2023 | $577.3M | $514.7M | $62.6M | 7 | 0 |
| Jan 2023 | $605.5M | $534.7M | $70.8M | 6 | 0 |
| Feb 2022 | $605.5M | $534.7M | $70.8M | 6 | 0 |
| Feb 2021 | $543.2M | $446.9M | $96.4M | 4 | 0 |
| Sep 2020 | $408.9M | $385.5M | $23.3M | 4 | 0 |
| Jun 2020 | $408.9M | $385.5M | $23.3M | 4 | 0 |
| Jan 2020 | $408.9M | $385.5M | $23.3M | 4 | 0 |
| Sep 2019 | $313.5M | $289M | $24.5M | 3 | 0 |
| Jun 2019 | $313.5M | $289M | $24.5M | 3 | 0 |
| Feb 2019 | $313.5M | $289M | $24.5M | 3 | 0 |
| Oct 2018 | $304.8M | $280.2M | $24.6M | 3 | 0 |
DateDec 2025
Total AUM$796.5M
Discretionary$730.9M
Non-Disc.$65.7M
Employees8
Clients0
DateMar 2025
Total AUM$796.5M
Discretionary$730.9M
Non-Disc.$65.7M
Employees8
Clients0
DateJan 2025
Total AUM$649.9M
Discretionary$587.3M
Non-Disc.$62.6M
Employees7
Clients0
DateJun 2024
Total AUM$649.9M
Discretionary$587.3M
Non-Disc.$62.6M
Employees7
Clients0
DateMar 2024
Total AUM$649.9M
Discretionary$587.3M
Non-Disc.$62.6M
Employees7
Clients0
DateNov 2023
Total AUM$577.3M
Discretionary$514.7M
Non-Disc.$62.6M
Employees7
Clients0
DateOct 2023
Total AUM$577.3M
Discretionary$514.7M
Non-Disc.$62.6M
Employees7
Clients0
DateApr 2023
Total AUM$577.3M
Discretionary$514.7M
Non-Disc.$62.6M
Employees7
Clients0
DateMar 2023
Total AUM$577.3M
Discretionary$514.7M
Non-Disc.$62.6M
Employees7
Clients0
DateJan 2023
Total AUM$605.5M
Discretionary$534.7M
Non-Disc.$70.8M
Employees6
Clients0
DateFeb 2022
Total AUM$605.5M
Discretionary$534.7M
Non-Disc.$70.8M
Employees6
Clients0
DateFeb 2021
Total AUM$543.2M
Discretionary$446.9M
Non-Disc.$96.4M
Employees4
Clients0
DateSep 2020
Total AUM$408.9M
Discretionary$385.5M
Non-Disc.$23.3M
Employees4
Clients0
DateJun 2020
Total AUM$408.9M
Discretionary$385.5M
Non-Disc.$23.3M
Employees4
Clients0
DateJan 2020
Total AUM$408.9M
Discretionary$385.5M
Non-Disc.$23.3M
Employees4
Clients0
DateSep 2019
Total AUM$313.5M
Discretionary$289M
Non-Disc.$24.5M
Employees3
Clients0
DateJun 2019
Total AUM$313.5M
Discretionary$289M
Non-Disc.$24.5M
Employees3
Clients0
DateFeb 2019
Total AUM$313.5M
Discretionary$289M
Non-Disc.$24.5M
Employees3
Clients0
DateOct 2018
Total AUM$304.8M
Discretionary$280.2M
Non-Disc.$24.6M
Employees3
Clients0