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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Oregon
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 14, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ELDRIDGE, MICHELLE, LEA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ELDRIDGE, MICHELLE, LEA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ELDRIDGE, MICHELLE, LEA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HATFIELD, CHRISTOPHER, A | I | MANAGING MEMBER | NA | Control |
| HATFIELD, CHRISTOPHER, A | I | MANAGING MEMBER | NA | Control |
| HATFIELD, CHRISTOPHER, A | I | MANAGING MEMBER | NA | Control |
| HATFIELD, CHRISTOPHER, A | I | MANAGING MEMBER | NA | Control |
| HATFIELD, CHRISTOPHER, A | I | MANAGING MEMBER | NA | Control |
| HATFIELD, CHRISTOPHER, A | I | MANAGING MEMBER | NA | Control |
| HATFIELD, CHRISTOPHER, A | I | MANAGING PARTNER | NA | Control |
| HATFIELD, CHRISTOPHER, A | I | MANAGING PARTNER | NA | Control |
| HATFIELD, CHRISTOPHER, A | I | MANAGING PARTNER | NA | Control |
| HATFIELD, CHRISTOPHER, A | I | MANAGING PARTNER | NA | Control |
| HATFIELD, CHRISTOPHER, A | I | MANAGING PARTNER | NA | Control |
| HATFIELD, CHRISTOPHER, A | I | MANAGING PARTNER | NA | Control |
| HATFIELD, CHRISTOPHER, A | I | MANAGING PARTNER | NA | Control |
| SIZEMORE, STACY, LEIGH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SIZEMORE, STACY, LEIGH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SIZEMORE, STACY, LEIGH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SIZEMORE, STACY, LEIGH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SIZEMORE, STACY, LEIGH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SIZEMORE, STACY, LEIGH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SIZEMORE, STACY, LEIGH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SIZEMORE, STACY, LEIGH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SIZEMORE, STACY, LEIGH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SIZEMORE, STACY, LEIGH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SIZEMORE, STACY, LEIGH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SIZEMORE, STACY, LEIGH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| OPSAHL, JOSEPH, EDWARD | I | MANAGING MEMBER | E | Control |
| OPSAHL, JOSEPH, EDWARD | I | MANAGING MEMBER | E | Control |
| OPSAHL, JOSEPH, EDWARD | I | MANAGING MEMBER | E | Control |
| OPSAHL, JOSEPH, EDWARD | I | MANAGING MEMBER | E | Control |
| OPSAHL, JOSEPH, EDWARD | I | MANAGING MEMBER | E | Control |
| OPSAHL, JOSEPH, EDWARD | I | MANAGING MEMBER | E | Control |
| OPSAHL, JOSEPH, EDWARD | I | MANAGING PARTNER | E | Control |
| OPSAHL, JOSEPH, EDWARD | I | MANAGING PARTNER | E | Control |
| OPSAHL, JOSEPH, EDWARD | I | MANAGING PARTNER | E | Control |
| OPSAHL, JOSEPH, EDWARD | I | MANAGING PARTNER | E | Control |
| OPSAHL, JOSEPH, EDWARD | I | MANAGING PARTNER | E | Control |
| OPSAHL, JOSEPH, EDWARD | I | MANAGING PARTNER | E | Control |
| OPSAHL, JOSEPH, EDWARD | I | MANAGING PARTNER | E | Control |
| OPSAHL, JOSEPH, EDWARD | I | MANAGING PARTNER | E | Control |
| OPSAHL, JOSEPH, EDWARD | I | MANAGING PARTNER | E | Control |
| HATFIELD, CHRISTOPHER, A | I | MANAGING PARTNER | B | Control |
| HATFIELD, CHRISTOPHER, A | I | MANAGING PARTNER | B | Control |
Registrations
Federal
IA
Mar 14, 2025 REGISTERED
Notice Filings (5)
CA CO OR TX WA
Address
8625 SW CASCADE AVE.SUITE 410
BEAVERTON, OR 97008
United States
Phone: 503-444-7895