# Oswego Private Wealth Management

> Oswego Private Wealth Management is a state-registered investment advisory firm in Lake Oswego, OR, registered since 2023, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated August 21, 2026.

- CRD: 317174
- Filed as: OSWEGO PRIVATE WEALTH MANAGEMENT
- Legal name: Oswego Private Wealth Management LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Lake Oswego, OR
- Filing period: October 2026
- Form ADV filing dated: August 21, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/317174
- AdvisorCensus page: https://advisorcensus.com/firm/oswego-private-wealth-management-lake-oswego-or-317174

## Quick answers

**How is Oswego Private Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Oswego Private Wealth Management reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

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

**Is Oswego Private Wealth Management registered with the SEC or a state?**
Oswego Private Wealth Management is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 317174.

**How much does Oswego Private Wealth Management manage?**
Oswego Private Wealth Management reports $60,527,034 in regulatory assets under management in its Form ADV filing dated August 21, 2026 (100% discretionary).

**What types of clients does Oswego Private Wealth Management serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (57).

**Does Oswego Private 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 public record on IAPD: https://adviserinfo.sec.gov/firm/summary/317174

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $60,527,034
- Discretionary: $60,527,034
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 57 | $60,527,034 |

### 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
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2023 (3 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OR
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- oswegoprivatewealth.com
- Facebook @OSWEGO-PRIVATE-WEALTH-MANAGEMENT-106334761908104
- LinkedIn @robert-bedritis-crc®-05140613
- YouTube @UC6VxSaz5C_Ocr_oY_s_pMtg

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Oswego Private Wealth Management (CRD 317174): Form ADV filing data as of October 2026.