# Lettin Wealth Management Group, Inc.

> Lettin Wealth Management Group, Inc. is a state-registered investment advisory firm in Lake Oswego, OR, registered since 2009, with no regulatory assets under management reported in its Form ADV filing dated January 20, 2026.

- CRD: 149116
- Filed as: LETTIN WEALTH MANAGEMENT GROUP, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Lake Oswego, OR
- Filing period: October 2026
- Form ADV filing dated: January 20, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/149116
- AdvisorCensus page: https://advisorcensus.com/firm/lettin-wealth-management-group-inc-lake-oswego-or-149116

## Quick answers

**How is Lettin Wealth Management Group, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Lettin Wealth Management Group, Inc. reports these compensation arrangements: other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Lettin Wealth Management Group, Inc. located?**
Lettin Wealth Management Group, Inc.'s principal office is in Lake Oswego, OR, according to its Form ADV.

**Is Lettin Wealth Management Group, Inc. registered with the SEC or a state?**
Lettin Wealth Management Group, Inc. is a state-registered investment advisory firm, registered since 2009. Status as filed: APPROVED. CRD 149116.

**Does Lettin Wealth Management Group, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/149116

## From the Form ADV filing

### Compensation (Item 5.E)
- Other

### Advisory services (Item 5.G)
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2009 (17 years)
- Employees: 3 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO, OR, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [lettinwealth.com](https://lettinwealth.com)
- [robertlettin.com](https://robertlettin.com)

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Lettin Wealth Management Group, Inc. (CRD 149116): Form ADV filing data as of October 2026.
