44 WEALTH MANAGEMENT LLC

CRD 309647File 801-119064

APPROVED

Retail clients

Filing as of Mar 31, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$487.4M

Above cohort median (national)

Discretionary AUM

$486.6M

Non-discretionary $773K

Clients

231

1,176 accounts

Employees

Above cohort median in OR

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: SFRO
Registration date: Jul 15, 2020
Principal office: 2350 OAKMONT WAY, SUITE 104, EUGENE, OR, 97401
Phone: 541-359-0388
Website: https://www.44weatlh.com

Assets & accounts

ADV Item 5F

Total regulatory AUM: $487.4M
Discretionary AUM: $486.6M
Non-discretionary AUM: $773K
Discretionary accounts: 1,169
Non-discretionary accounts: 7
Total accounts: 1,176
AUM per client: $2.1M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	10	$45.1M
Charitable organizations	15	$30.3M
High net worth individuals	136	$375.3M
Pension and profit sharing plans	5	$17.5M
Individuals (other than high net worth individuals)	65	$15.3M

Compensation & activities

ADV Items 5E, 5G

Compensation

Commissions
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for other
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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 17, 2026	Clients	237	231
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.