DEFINED WEALTH MANAGEMENT, LLC
CRD #306779 SEC #801-117859 BEAVERTON, OR 503-444-7895
SEC Registered
Total AUM
$220.2M
Discretionary
$220.2M
Employees
4
Clients
51
Accounts
506
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $220.2M | $220.2M | $0 | 4 | 0 |
| Mar 2024 | $197.3M | $197.3M | $0 | 4 | 0 |
| Sep 2023 | $162.5M | $162.5M | $0 | 4 | 0 |
| Mar 2023 | $162.5M | $162.5M | $0 | 4 | 0 |
| Mar 2023 | $162.5M | $162.5M | $0 | 4 | 0 |
| Oct 2022 | $173.4M | $173.4M | $0 | 4 | 0 |
| Mar 2022 | $173.4M | $173.4M | $0 | 4 | 0 |
| Oct 2021 | $147.9M | $147.9M | $0 | 4 | 0 |
| Mar 2021 | $147.9M | $147.9M | $0 | 3 | 0 |
| Oct 2020 | $125.8M | $125.8M | $0 | 3 | 0 |
| May 2020 | $125.8M | $125.8M | $0 | 3 | 0 |
| May 2020 | $125.8M | $125.8M | $0 | 3 | 0 |
| May 2020 | $125.8M | $125.8M | $0 | 3 | 0 |
| Apr 2020 | $0 | $0 | $0 | 3 | 0 |
| Nov 2019 | $0 | $0 | $0 | 3 | 0 |
DateMar 2025
Total AUM$220.2M
Discretionary$220.2M
Non-Disc.$0
Employees4
Clients0
DateMar 2024
Total AUM$197.3M
Discretionary$197.3M
Non-Disc.$0
Employees4
Clients0
DateSep 2023
Total AUM$162.5M
Discretionary$162.5M
Non-Disc.$0
Employees4
Clients0
DateMar 2023
Total AUM$162.5M
Discretionary$162.5M
Non-Disc.$0
Employees4
Clients0
DateMar 2023
Total AUM$162.5M
Discretionary$162.5M
Non-Disc.$0
Employees4
Clients0
DateOct 2022
Total AUM$173.4M
Discretionary$173.4M
Non-Disc.$0
Employees4
Clients0
DateMar 2022
Total AUM$173.4M
Discretionary$173.4M
Non-Disc.$0
Employees4
Clients0
DateOct 2021
Total AUM$147.9M
Discretionary$147.9M
Non-Disc.$0
Employees4
Clients0
DateMar 2021
Total AUM$147.9M
Discretionary$147.9M
Non-Disc.$0
Employees3
Clients0
DateOct 2020
Total AUM$125.8M
Discretionary$125.8M
Non-Disc.$0
Employees3
Clients0
DateMay 2020
Total AUM$125.8M
Discretionary$125.8M
Non-Disc.$0
Employees3
Clients0
DateMay 2020
Total AUM$125.8M
Discretionary$125.8M
Non-Disc.$0
Employees3
Clients0
DateMay 2020
Total AUM$125.8M
Discretionary$125.8M
Non-Disc.$0
Employees3
Clients0
DateApr 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateNov 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0