# 44 Wealth Management LLC > 44 Wealth Management LLC is an SEC-registered investment advisory firm in Eugene, OR, registered since 2020, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 28, 2026. - CRD: 309647 - Filed as: 44 WEALTH MANAGEMENT LLC - Registration: SEC-registered investment adviser (status as filed: Approved) - Location: Eugene, OR - Filing period: October 2026 - Form ADV filing dated: September 28, 2026 - SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/309647 - AdvisorCensus page: https://advisorcensus.com/firm/44-wealth-management-llc-eugene-or-309647 ## Quick answers **How is 44 Wealth Management LLC compensated?** On its Form ADV (Item 5.E, October 2026), 44 Wealth Management LLC reports these compensation arrangements: a percentage of assets under its management; commissions. **What does 44 Wealth Management LLC's brochure say about its fees?** Its Form ADV Part 2A brochure dated March 31, 2026 states: Asset-based fee: up to 1.75% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement. **Where is 44 Wealth Management LLC located?** 44 Wealth Management LLC's principal office is in Eugene, OR, according to its Form ADV. **Is 44 Wealth Management LLC registered with the SEC or a state?** 44 Wealth Management LLC is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 309647. **How much does 44 Wealth Management LLC manage?** 44 Wealth Management LLC reports $487,370,819 in regulatory assets under management in its Form ADV filing dated September 28, 2026 (100% discretionary). **How have 44 Wealth Management LLC's assets and staff changed since 2021?** In the Form ADV data for 44 Wealth Management LLC: Regulatory assets under management: $363,964,862 in the October 2021 data and $487,370,819 in the October 2026 data, up 34%. Total employees: 5 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going. **What types of clients does 44 Wealth Management LLC serve?** By number of clients on Form ADV Item 5.D: high net worth individuals (136); individuals (other than high net worth individuals) (65); charitable organizations (15). **Which custodians does 44 Wealth Management LLC use?** 44 Wealth Management LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets. **Does 44 Wealth Management LLC report any disciplinary disclosures?** Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/309647 **Does 44 Wealth Management LLC state an account minimum?** Its Form ADV Part 2A brochure dated March 31, 2026 says: "44 Wealth Management does not have a specific account minimum." **What changed in 44 Wealth Management LLC's recent Form ADV filings?** In the October 2026 filing data: Updated its list of owners and control persons (Schedule A). ## From the Form ADV filing ### Compensation (Item 5.E) - A percentage of assets under your management - Commissions ### Fees and minimums (Form ADV Part 2A brochure dated March 31, 2026) - Asset-based fee: up to 1.75% of assets a year (the maximum the brochure states) > Our annual fee ranges up to 1.75% annually and is assessed and/or charged monthly in arrears, based on prior period-end value. - Account minimum: None > 44 Wealth Management does not have a specific account minimum. As stated in the firm's brochure. Fees can differ by service and may be negotiable. ### Custodians (Schedule D, Section 5.K(3)) - Fidelity Brokerage Services LLC Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian. ### Regulatory assets under management (Item 5.F) - Total: $487,370,819 - Discretionary: $486,597,418 - Non-discretionary: $773,401 ### Clients (Item 5.D) | Client type | Clients | Assets | | --- | --- | --- | | Individuals (other than high net worth individuals) | 65 | $15,290,263 | | High net worth individuals | 136 | $375,259,391 | | Pension and profit sharing plans (but not the plan participants or government pension plans) | 5 | $17,497,800 | | Charitable organizations | 15 | $30,331,426 | | Corporations or other businesses not listed above | 10 | $45,065,954 | | Other | 6 | $3,925,985 | ### Advisory services (Item 5.G) - Financial planning services - Portfolio management for individuals and/or small businesses - Portfolio management for businesses (other than small businesses) or institutional clients - Pension consulting services - Selection of other advisers (including private fund managers) ### Firm details - Registered since: 2020 (6 years) - Employees: 5 total, 4 performing advisory functions - Wrap fee program participation: No - States registered or notice-filed: AZ, CA, KY, NH, OR, TX, WA - Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11. ### Websites listed on Form ADV (Item 1.I) - 44weatlh.com - LinkedIn @44-wealth-management ## Assets and staff over time | Data period | Regulatory assets under management | Employees | Filing dated | | --- | --- | --- | --- | | October 2021 | $363,964,862 | 5 | July 29, 2021 | | October 2022 | $426,581,984 | 5 | June 2, 2022 | | October 2023 | $441,552,209 | 5 | August 16, 2023 | | October 2024 | $468,953,240 | 5 | March 11, 2024 | | October 2025 | $445,903,792 | 5 | June 6, 2025 | | October 2026 | $487,370,819 | 5 | September 28, 2026 | Regulatory assets under management: $363,964,862 in the October 2021 data and $487,370,819 in the October 2026 data, up 34%. Total employees: 5 in October 2021 and 5 in October 2026. ## Changes in the filing (last 12 months) ### October 2026 - Updated its list of owners and control persons (Schedule A). ### December 2025 - Registered or notice-filed in NH. ## Source Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. 44 Wealth Management LLC (CRD 309647): Form ADV filing data as of October 2026.