# Real Agency Wealth LLC

> Real Agency Wealth LLC is a state-registered investment advisory firm, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated May 19, 2026.

- CRD: 337219
- Filed as: REAL AGENCY WEALTH LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Oregon
- Filing period: October 2026
- Form ADV filing dated: May 19, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/337219
- AdvisorCensus page: https://advisorcensus.com/firm/real-agency-wealth-llc-337219

## Quick answers

**How is Real Agency Wealth LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Real Agency Wealth LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Real Agency Wealth LLC registered with the SEC or a state?**
Real Agency Wealth LLC is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 337219.

**How much does Real Agency Wealth LLC manage?**
Real Agency Wealth LLC reports $16,030,760 in regulatory assets under management in its Form ADV filing dated May 19, 2026 (100% discretionary).

**What types of clients does Real Agency Wealth LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (13); high net worth individuals (7).

**Does Real Agency Wealth LLC 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/337219

## 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: $16,030,760
- Discretionary: $16,030,760
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 13 | $3,434,866 |
| High net worth individuals | 7 | $12,595,894 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2025 (1 year)
- 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)
- realagencywealth.com
- timberline-wealth.com
- LinkedIn @brittonwellington

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Real Agency Wealth LLC (CRD 337219): Form ADV filing data as of October 2026.