RIA Intelligence

44 WEALTH MANAGEMENT LLC

CRD #309647 SEC #801-119064 EUGENE, OR 541-359-0388
SEC Registered
Total AUM
$445.9M
Discretionary
$445.3M
Employees
5
Clients
26
Accounts
1,154

AUM Over Time

DateAug 2025
Total AUM$445.9M
Discretionary$445.3M
Non-Disc.$553.9K
Employees5
Clients0
DateJun 2025
Total AUM$445.9M
Discretionary$445.3M
Non-Disc.$553.9K
Employees5
Clients0
DateMar 2025
Total AUM$445.9M
Discretionary$445.3M
Non-Disc.$553.9K
Employees5
Clients0
DateMar 2025
Total AUM$445.9M
Discretionary$445.3M
Non-Disc.$553.9K
Employees5
Clients0
DateMar 2025
Total AUM$445.9M
Discretionary$445.3M
Non-Disc.$553.9K
Employees5
Clients0
DateFeb 2025
Total AUM$469M
Discretionary$468.8M
Non-Disc.$105.8K
Employees5
Clients0
DateMar 2024
Total AUM$469M
Discretionary$468.8M
Non-Disc.$105.8K
Employees5
Clients0
DateAug 2023
Total AUM$441.6M
Discretionary$441.4M
Non-Disc.$139K
Employees5
Clients0
DateAug 2023
Total AUM$441.6M
Discretionary$441.4M
Non-Disc.$139K
Employees5
Clients0
DateMar 2023
Total AUM$441.6M
Discretionary$441.4M
Non-Disc.$139K
Employees5
Clients0
DateMar 2023
Total AUM$441.6M
Discretionary$441.4M
Non-Disc.$139K
Employees5
Clients0
DateMar 2023
Total AUM$441.6M
Discretionary$441.4M
Non-Disc.$139K
Employees5
Clients0
DateJun 2022
Total AUM$426.6M
Discretionary$426.4M
Non-Disc.$159.6K
Employees5
Clients0
DateMar 2022
Total AUM$426.6M
Discretionary$426.4M
Non-Disc.$159.6K
Employees5
Clients0
DateNov 2021
Total AUM$364M
Discretionary$364M
Non-Disc.$0
Employees5
Clients150
DateJul 2021
Total AUM$364M
Discretionary$364M
Non-Disc.$0
Employees5
Clients150
DateMay 2021
Total AUM$364M
Discretionary$364M
Non-Disc.$0
Employees5
Clients150
DateMar 2021
Total AUM$364M
Discretionary$364M
Non-Disc.$0
Employees5
Clients150
DateDec 2020
Total AUM$283.2M
Discretionary$283.2M
Non-Disc.$0
Employees6
Clients0
DateNov 2020
Total AUM$283.2M
Discretionary$283.2M
Non-Disc.$0
Employees6
Clients0
DateNov 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateSep 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateAug 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateAug 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateJun 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateJun 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0