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HORST & GRABEN WEALTH MANAGEMENT, LLC
CRD 297368File 801-113498
APPROVED
Retail clients
Filing as of Mar 19, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$920.1M
Above cohort median (national)
Discretionary AUM
$839.3M
Non-discretionary $80.7M
Clients
1,311
3,442 accounts
Employees
10
Top 25% of cohort in OR
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Jun 27, 2018
- Principal office
- 6600 SW 92ND AVE, SUITE 210, PORTLAND, OR, 97223
- Phone
- 503-342-8900
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $920.1M
- Discretionary AUM
- $839.3M
- Non-discretionary AUM
- $80.7M
- Discretionary accounts
- 3,200
- Non-discretionary accounts
- 242
- Total accounts
- 3,442
- AUM per client
- $702K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $956K |
| High net worth individuals | 217 | $537.5M |
| Pension and profit sharing plans | 12 | $68.1M |
| Individuals (other than high net worth individuals) | 1,082 | $313.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.