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DEFINED WEALTH MANAGEMENT, LLC
CRD 306779File 801-117859
APPROVED
Retail clients
Filing as of Jun 29, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$254.0M
Below cohort median (national)
Discretionary AUM
$252.6M
Non-discretionary $1.4M
Clients
154
557 accounts
Employees
4
Below cohort median in OR
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Jan 3, 2020
- Principal office
- 8625 SW CASCADE AVE., SUITE 410, BEAVERTON, OR, 97008
- Phone
- 503-444-7895
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $254.0M
- Discretionary AUM
- $252.6M
- Non-discretionary AUM
- $1.4M
- Discretionary accounts
- 556
- Non-discretionary accounts
- 1
- Total accounts
- 557
- AUM per client
- $1.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 13 | $36.9M |
| High net worth individuals | 44 | $182.1M |
| Pension and profit sharing plans | Fewer than 5 | $1.4M |
| Individuals (other than high net worth individuals) | 93 | $33.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for businesses
- 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.