# Oregon Pacific Wealth Management

> Oregon Pacific Wealth Management is an SEC-registered investment advisory firm in Medford, OR, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 30, 2026.

- CRD: 283958
- Filed as: OREGON PACIFIC WEALTH MANAGEMENT
- Legal name: Oregon Pacific Wealth Management, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Medford, OR
- Filing period: October 2026
- Form ADV filing dated: September 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/283958
- AdvisorCensus page: https://advisorcensus.com/firm/oregon-pacific-wealth-management-medford-or-283958

## Quick answers

**How is Oregon Pacific Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Oregon Pacific Wealth Management reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**How much does Oregon Pacific Wealth Management charge?**
Its Form ADV Part 2A brochure dated January 29, 2026 states: Hourly rate: $250 an hour (investment advice or financial planning). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Oregon Pacific Wealth Management located?**
Oregon Pacific Wealth Management's principal office is in Medford, OR, according to its Form ADV; the October 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

**Is Oregon Pacific Wealth Management registered with the SEC or a state?**
Oregon Pacific Wealth Management is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 283958.

**How much does Oregon Pacific Wealth Management manage?**
Oregon Pacific Wealth Management reports $156,346,247 in regulatory assets under management in its Form ADV filing dated September 30, 2026 (99% discretionary).

**How have Oregon Pacific Wealth Management's assets and staff changed since 2021?**
In the Form ADV data for Oregon Pacific Wealth Management: Regulatory assets under management: $119,000,000 in the October 2021 data and $156,346,247 in the October 2026 data, up 31%. 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 Oregon Pacific Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (229); high net worth individuals (36); charitable organizations (3).

**Which custodians does Oregon Pacific Wealth Management use?**
Oregon Pacific Wealth Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Oregon Pacific Wealth Management 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/283958

**Does Oregon Pacific Wealth Management state an account minimum?**
Its Form ADV Part 2A brochure dated January 29, 2026 says: "OPWM generally requires an aggregate account minimum of $100,000 for investment advisory services."

**What changed in Oregon Pacific Wealth Management's recent Form ADV filings?**
In the October 2026 filing data: Added an office in Eugene, OR.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Fees and minimums (Form ADV Part 2A brochure dated January 29, 2026)

- Account minimum: $100,000

> OPWM generally requires an aggregate account minimum of $100,000 for investment advisory services.

- Hourly rate: $250 an hour (investment advice or financial planning)

> OPWM offers investment advice or financial planning to Clients on an hourly rate fee. Our maximum hourly rate is $250.00 per hour.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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: $156,346,247
- Discretionary: $155,103,768
- Non-discretionary: $1,242,479

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 229 | $71,615,247 |
| High net worth individuals | 36 | $78,477,284 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $880,251 |
| Charitable organizations | 3 | $3,986,347 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 3 | $1,387,118 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2021 (5 years)
- Employees: 5 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OR, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Eugene, OR
- Florence, OR

### Websites listed on Form ADV (Item 1.I)
- oregonpacificwealth.com
- LinkedIn @62923809

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $119,000,000 | 5 | September 13, 2021 |
| October 2022 | $139,000,000 | 6 | February 22, 2022 |
| October 2023 | $135,000,000 | 5 | April 26, 2023 |
| October 2024 | $155,000,000 | 6 | February 28, 2024 |
| October 2025 | $174,925,372 | 5 | July 30, 2025 |
| October 2026 | $156,346,247 | 5 | September 30, 2026 |

Regulatory assets under management: $119,000,000 in the October 2021 data and $156,346,247 in the October 2026 data, up 31%.
Total employees: 5 in October 2021 and 5 in October 2026.

## Changes in the filing (last 12 months)

### October 2026
- Added an office in Eugene, OR.

### February 2026
- Regulatory assets under management went from $174,925,372 to $156,346,247 (-11%).

### January 2026
- No longer registered or notice-filed in NE.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Oregon Pacific Wealth Management (CRD 283958): Form ADV filing data as of October 2026.