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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Oregon
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 1, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CLEVELAND, CASEY, EDWARD | I | CHIEF COMPLIANCE OFFICER / COO | NA | Control |
| CLEVELAND, CASEY, EDWARD | I | CHIEF COMPLIANCE OFFICER / COO | NA | Control |
| CLEVELAND, CASEY, EDWARD | I | FOUNDING PARTNER / CHIEF COMPLIANCE OFFICER | NA | Control |
| CLEVELAND, CASEY, EDWARD | I | FOUNDING PARTNER / CHIEF COMPLIANCE OFFICER | NA | Control |
| CLEVELAND, CASEY, EDWARD | I | FOUNDING PARTNER / CHIEF COMPLIANCE OFFICER | NA | Control |
| CLEVELAND, CASEY, EDWARD | I | FOUNDING PARTNER / CHIEF COMPLIANCE OFFICER | NA | Control |
| CLEVELAND, CASEY, EDWARD | I | FOUNDING PARTNER / CHIEF COMPLIANCE OFFICER | NA | Control |
| CLEVELAND, CASEY, EDWARD | I | FOUNDING PARTNER / CHIEF COMPLIANCE OFFICER | NA | Control |
| CLEVELAND, CASEY, EDWARD | I | FOUNDING PARTNER / CHIEF COMPLIANCE OFFICER | NA | Control |
| CLEVELAND, CASEY, EDWARD | I | FOUNDING PARTNER / CHIEF COMPLIANCE OFFICER | NA | Control |
| CLEVELAND, CASEY, EDWARD | I | FOUNDING PARTNER / CHIEF COMPLIANCE OFFICER | NA | Control |
| CLEVELAND, CASEY, EDWARD | I | FOUNDING PARTNER / CHIEF COMPLIANCE OFFICER | NA | Control |
| CLEVELAND, CASEY, EDWARD | I | FOUNDING PARTNER / CHIEF COMPLIANCE OFFICER | NA | Control |
| CLEVELAND, CASEY, EDWARD | I | FOUNDING PARTNER / CHIEF COMPLIANCE OFFICER | NA | Control |
| CLEVELAND, CASEY, EDWARD | I | FOUNDING PARTNER / CHIEF COMPLIANCE OFFICER | NA | Control |
| CLEVELAND, CASEY, EDWARD | I | FOUNDING PARTNER / CHIEF COMPLIANCE OFFICER | NA | Control |
| CLEVELAND, CASEY, EDWARD | I | FOUNDING PARTNER / CHIEF COMPLIANCE OFFICER | NA | Control |
| CLEVELAND, CASEY, EDWARD | I | FOUNDING PARTNER / CHIEF COMPLIANCE OFFICER | NA | Control |
| CLEVELAND, CASEY, EDWARD | I | FOUNDING PARTNER / CHIEF COMPLIANCE OFFICER | NA | Control |
| CLEVELAND, CASEY, EDWARD | I | FOUNDING PARTNER / CHIEF COMPLIANCE OFFICER | NA | Control |
| CLEVELAND, CASEY, EDWARD | I | FOUNDING PARTNER / CHIEF COMPLIANCE OFFICER | NA | Control |
| GRABENHORST, JAMIESON, LOGAN | I | MANAGING PARTNER | E | Control |
| GRABENHORST, JAMIESON, LOGAN | I | MANAGING PARTNER | E | Control |
| GRABENHORST, JAMIESON, LOGAN | I | MANAGING PARTNER | E | Control |
| GRABENHORST, JAMIESON, LOGAN | I | MANAGING PARTNER | E | Control |
| GRABENHORST, JAMIESON, LOGAN | I | MANAGING PARTNER / FOUNDING PARTNER | E | Control |
| GRABENHORST, JAMIESON, LOGAN | I | MANAGING PARTNER / FOUNDING PARTNER | E | Control |
| GRABENHORST, JAMIESON, LOGAN | I | MANAGING PARTNER / FOUNDING PARTNER | E | Control |
| GRABENHORST, JAMIESON, LOGAN | I | MANAGING PARTNER / FOUNDING PARTNER | E | Control |
| GRABENHORST, JAMIESON, LOGAN | I | MANAGING PARTNER / FOUNDING PARTNER | E | Control |
| GRABENHORST, JAMIESON, LOGAN | I | MANAGING PARTNER / FOUNDING PARTNER | E | Control |
| GRABENHORST, JAMIESON, LOGAN | I | MANAGING PARTNER / FOUNDING PARTNER | E | Control |
| GRABENHORST, JAMIESON, LOGAN | I | MANAGING PARTNER / FOUNDING PARTNER | E | Control |
| GRABENHORST, JAMIESON, LOGAN | I | MANAGING PARTNER / FOUNDING PARTNER | E | Control |
| GRABENHORST, JAMIESON, LOGAN | I | MANAGING PARTNER / FOUNDING PARTNER | E | Control |
| GRABENHORST, JAMIESON, LOGAN | I | MANAGING PARTNER / FOUNDING PARTNER | E | Control |
| GRABENHORST, JAMIESON, LOGAN | I | MANAGING PARTNER / FOUNDING PARTNER | E | Control |
| GRABENHORST, JAMIESON, LOGAN | I | MANAGING PARTNER / FOUNDING PARTNER | E | Control |
| GRABENHORST, JAMIESON, LOGAN | I | MANAGING PARTNER / FOUNDING PARTNER | E | Control |
| GRABENHORST, JAMIESON, LOGAN | I | MANAGING PARTNER / FOUNDING PARTNER | E | Control |
| GRABENHORST, JAMIESON, LOGAN | I | MANAGING PARTNER / FOUNDING PARTNER | E | Control |
| GRABENHORST, JAMIESON, LOGAN | I | MANAGING PARTNER / FOUNDING PARTNER | E | Control |
| GRABENHORST, JAMIESON, LOGAN | I | MANAGING PARTNER / FOUNDING PARTNER | E | Control |
| GRABENHORST, JAMIESON, LOGAN | I | MANAGING PARTNER / FOUNDING PARTNER | E | Control |
| CLEVELAND, CASEY, EDWARD | I | CHIEF COMPLIANCE OFFICER / COO | B | Control |
| CLEVELAND, CASEY, EDWARD | I | CHIEF COMPLIANCE OFFICER / COO | B | Control |
| THE CASEY AND MOLLY CLEVELAND REVOCABLE LIVING TRUST, DATED 5/2/07 | DE | OWNER | B | |
| THE CASEY AND MOLLY CLEVELAND REVOCABLE LIVING TRUST, DATED 5/2/07 | DE | OWNER | B | |
| THE CASEY AND MOLLY CLEVELAND REVOCABLE LIVING TRUST, DATED 5/2/07 | DE | OWNER | B | |
| THE CASEY AND MOLLY CLEVELAND REVOCABLE LIVING TRUST, DATED 5/2/07 | DE | OWNER | B | |
| THE CASEY AND MOLLY CLEVELAND REVOCABLE LIVING TRUST, DATED 5/2/07 | DE | OWNER | B | |
| THE CASEY AND MOLLY CLEVELAND REVOCABLE LIVING TRUST, DATED 5/2/07 | DE | OWNER | B | |
| THE CASEY AND MOLLY CLEVELAND REVOCABLE LIVING TRUST, DATED 5/2/07 | DE | OWNER | B | |
| THE CASEY AND MOLLY CLEVELAND REVOCABLE LIVING TRUST, DATED 5/2/07 | DE | OWNER | B | |
| THE CASEY AND MOLLY CLEVELAND REVOCABLE LIVING TRUST, DATED 5/2/07 | DE | OWNER | B | |
| THE CASEY AND MOLLY CLEVELAND REVOCABLE LIVING TRUST, DATED 5/2/07 | DE | OWNER | B | |
| THE CASEY AND MOLLY CLEVELAND REVOCABLE LIVING TRUST, DATED 5/2/07 | DE | OWNER | B | |
| THE CASEY AND MOLLY CLEVELAND REVOCABLE LIVING TRUST, DATED 5/2/07 | DE | OWNER | B | |
| THE CASEY AND MOLLY CLEVELAND REVOCABLE LIVING TRUST, DATED 5/2/07 | DE | OWNER | B | |
| THE CASEY AND MOLLY CLEVELAND REVOCABLE LIVING TRUST, DATED 5/2/07 | DE | OWNER | B | |
| THE CASEY AND MOLLY CLEVELAND REVOCABLE LIVING TRUST, DATED 5/2/07 | DE | OWNER | B | |
| THE CASEY AND MOLLY CLEVELAND REVOCABLE LIVING TRUST, DATED 6/25/1998 | DE | OWNER | B | |
| THE CASEY AND MOLLY CLEVELAND REVOCABLE LIVING TRUST, DATED 6/25/1998 | DE | OWNER | B | |
| THE CASEY AND MOLLY CLEVELAND REVOCABLE LIVING TRUST, DATED 6/25/1998 | DE | OWNER | B | |
| THE CASEY AND MOLLY CLEVELAND REVOCABLE LIVING TRUST, DATED 6/25/1998 | DE | OWNER | B | |
| THE CASEY AND MOLLY CLEVELAND REVOCABLE LIVING TRUST, DATED 6/25/1998 | DE | OWNER | B | |
| THE CASEY AND MOLLY CLEVELAND REVOCABLE LIVING TRUST, DATED 6/25/1998 | DE | OWNER | B |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| CLEVELAND, CASEY, EDWARD | I | THE CASEY AND MOLLY CLEVELAND REVOCABLE LIVING TRUST, DATED 6/25/1998 | D | Control |
| CLEVELAND, CASEY, EDWARD | I | THE CASEY AND MOLLY CLEVELAND REVOCABLE LIVING TRUST, DATED 6/25/1998 | D | Control |
| CLEVELAND, CASEY, EDWARD | I | THE CASEY AND MOLLY CLEVELAND REVOCABLE LIVING TRUST, DATED 6/25/1998 | D | Control |
| CLEVELAND, CASEY, EDWARD | I | THE CASEY AND MOLLY CLEVELAND REVOCABLE LIVING TRUST, DATED 6/25/1998 | D | Control |
| CLEVELAND, CASEY, EDWARD | I | THE CASEY AND MOLLY CLEVELAND REVOCABLE LIVING TRUST, DATED 6/25/1998 | D | Control |
| CLEVELAND, CASEY, EDWARD | I | THE CASEY AND MOLLY CLEVELAND REVOCABLE LIVING TRUST, DATED 6/25/1998 | D | Control |
| CLEVELAND, CASEY, EDWARD | I | THE CASEY AND MOLLY CLEVELAND REVOCABLE LIVING TRUST, DATED 5/2/07 | D | Control |
| CLEVELAND, CASEY, EDWARD | I | THE CASEY AND MOLLY CLEVELAND REVOCABLE LIVING TRUST, DATED 5/2/07 | D | Control |
| CLEVELAND, CASEY, EDWARD | I | THE CASEY AND MOLLY CLEVELAND REVOCABLE LIVING TRUST, DATED 5/2/07 | D | Control |
| CLEVELAND, CASEY, EDWARD | I | THE CASEY AND MOLLY CLEVELAND REVOCABLE LIVING TRUST, DATED 5/2/07 | D | Control |
| CLEVELAND, CASEY, EDWARD | I | THE CASEY AND MOLLY CLEVELAND REVOCABLE LIVING TRUST, DATED 5/2/07 | D | Control |
| CLEVELAND, CASEY, EDWARD | I | THE CASEY AND MOLLY CLEVELAND REVOCABLE LIVING TRUST, DATED 5/2/07 | D | Control |
| CLEVELAND, CASEY, EDWARD | I | THE CASEY AND MOLLY CLEVELAND REVOCABLE LIVING TRUST, DATED 5/2/07 | D | Control |
| CLEVELAND, CASEY, EDWARD | I | THE CASEY AND MOLLY CLEVELAND REVOCABLE LIVING TRUST, DATED 5/2/07 | D | Control |
| CLEVELAND, CASEY, EDWARD | I | THE CASEY AND MOLLY CLEVELAND REVOCABLE LIVING TRUST, DATED 5/2/07 | D | Control |
| CLEVELAND, CASEY, EDWARD | I | THE CASEY AND MOLLY CLEVELAND REVOCABLE LIVING TRUST, DATED 5/2/07 | D | Control |
| CLEVELAND, CASEY, EDWARD | I | THE CASEY AND MOLLY CLEVELAND REVOCABLE LIVING TRUST, DATED 5/2/07 | D | Control |
| CLEVELAND, CASEY, EDWARD | I | THE CASEY AND MOLLY CLEVELAND REVOCABLE LIVING TRUST, DATED 5/2/07 | D | Control |
| Cleveland, Margaret | I | THE CASEY AND MOLLY CLEVELAND REVOCABLE LIVING TRUST, DATED 6/25/1998 | D | |
| Cleveland, Margaret | I | THE CASEY AND MOLLY CLEVELAND REVOCABLE LIVING TRUST, DATED 6/25/1998 | D | |
| Cleveland, Margaret | I | THE CASEY AND MOLLY CLEVELAND REVOCABLE LIVING TRUST, DATED 6/25/1998 | D | |
| Cleveland, Margaret | I | THE CASEY AND MOLLY CLEVELAND REVOCABLE LIVING TRUST, DATED 6/25/1998 | D | |
| Cleveland, Margaret | I | THE CASEY AND MOLLY CLEVELAND REVOCABLE LIVING TRUST, DATED 6/25/1998 | D | |
| Cleveland, Margaret | I | THE CASEY AND MOLLY CLEVELAND REVOCABLE LIVING TRUST, DATED 6/25/1998 | D | |
| Cleveland, Margaret | I | THE CASEY AND MOLLY CLEVELAND REVOCABLE LIVING TRUST, DATED 5/2/07 | D | |
| Cleveland, Margaret | I | THE CASEY AND MOLLY CLEVELAND REVOCABLE LIVING TRUST, DATED 5/2/07 | D | |
| Cleveland, Margaret | I | THE CASEY AND MOLLY CLEVELAND REVOCABLE LIVING TRUST, DATED 5/2/07 | D | |
| Cleveland, Margaret | I | THE CASEY AND MOLLY CLEVELAND REVOCABLE LIVING TRUST, DATED 5/2/07 | D | |
| Cleveland, Margaret | I | THE CASEY AND MOLLY CLEVELAND REVOCABLE LIVING TRUST, DATED 5/2/07 | D | |
| Cleveland, Margaret | I | THE CASEY AND MOLLY CLEVELAND REVOCABLE LIVING TRUST, DATED 5/2/07 | D | |
| Cleveland, Margaret | I | THE CASEY AND MOLLY CLEVELAND REVOCABLE LIVING TRUST, DATED 5/2/07 | D | |
| Cleveland, Margaret | I | THE CASEY AND MOLLY CLEVELAND REVOCABLE LIVING TRUST, DATED 5/2/07 | D | |
| Cleveland, Margaret | I | THE CASEY AND MOLLY CLEVELAND REVOCABLE LIVING TRUST, DATED 5/2/07 | D | |
| Cleveland, Margaret | I | THE CASEY AND MOLLY CLEVELAND REVOCABLE LIVING TRUST, DATED 5/2/07 | D | |
| Cleveland, Margaret | I | THE CASEY AND MOLLY CLEVELAND REVOCABLE LIVING TRUST, DATED 5/2/07 | D | |
| Cleveland, Margaret | I | THE CASEY AND MOLLY CLEVELAND REVOCABLE LIVING TRUST, DATED 5/2/07 | D |
Registrations
Federal
IA
Dec 1, 2025 REGISTERED
Notice Filings (16)
AK AZ CA CO FL ID MT NH NM NV NY OR PA TX VA WA
Address
6600 SW 92ND AVESUITE 210
PORTLAND, OR 97223
United States
Phone: 503-342-8900