{
  "crd_number": 173482,
  "slug": "willamette-financial-advisors-llc-portland-or-173482",
  "primary_business_name": "WILLAMETTE FINANCIAL ADVISORS, LLC",
  "legal_name": "WILLAMETTE FINANCIAL ADVISORS, LLC",
  "dbas": [],
  "city": "Portland",
  "state": "OR",
  "country": "United States",
  "cbsa_code": "38900",
  "metro": {
    "cbsa_code": "38900",
    "common_name": "Portland",
    "msa_name": "Portland-Vancouver-Hillsboro, OR-WA",
    "path": "/advisors/or/portland"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2017-12-18",
  "years_registered": 8,
  "period": "2026-10-01",
  "filing_date": "2026-02-04",
  "carried_forward": false,
  "raum_total": 117489047.0,
  "raum_discretionary": 110784729.0,
  "raum_non_discretionary": 6704318.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 3,
  "advisory_employees": 2,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 53056181.0,
      "count": 168
    },
    "high_net_worth_individuals": {
      "raum": 64432866.0,
      "count": 33
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "FL",
    "ID",
    "IL",
    "LA",
    "OR",
    "TX",
    "WA"
  ],
  "websites": [
    "https://linkedin.com/company/willamette-financial-advisors-llc",
    "https://twitter.com/WFA_Advisors",
    "https://wfinadv.com",
    "https://willamettefinancialadvisors.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/173482",
  "city_as_filed": "PORTLAND",
  "url": "https://advisorcensus.com/firm/willamette-financial-advisors-llc-portland-or-173482",
  "display_name": "Willamette Financial Advisors, LLC",
  "summary": "Willamette Financial Advisors, LLC is an SEC-registered investment advisory firm in Portland, OR, registered since 2017, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 4, 2026.",
  "citation": "AdvisorCensus. Willamette Financial Advisors, LLC (CRD 173482): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Selection of other advisers (including private fund managers)",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is Willamette Financial Advisors, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Willamette Financial Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Willamette Financial Advisors, LLC located?",
      "a": "Willamette Financial Advisors, LLC's principal office is in Portland, OR, according to its Form ADV."
    },
    {
      "q": "Is Willamette Financial Advisors, LLC registered with the SEC or a state?",
      "a": "Willamette Financial Advisors, LLC is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 173482."
    },
    {
      "q": "How much does Willamette Financial Advisors, LLC manage?",
      "a": "Willamette Financial Advisors, LLC reports $117,489,047 in regulatory assets under management in its Form ADV filing dated February 4, 2026 (94% discretionary)."
    },
    {
      "q": "How have Willamette Financial Advisors, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Willamette Financial Advisors, LLC: Regulatory assets under management: $100,081,592 in the October 2021 data and $117,489,047 in the October 2026 data, up 17%. Total employees: 7 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Willamette Financial Advisors, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (168); high net worth individuals (33)."
    },
    {
      "q": "Which custodians does Willamette Financial Advisors, LLC use?",
      "a": "Willamette Financial Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Willamette Financial Advisors, LLC report any disciplinary disclosures?",
      "a": "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/173482"
    },
    {
      "q": "Does Willamette Financial Advisors, LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated February 4, 2026 says: \"Willamette Financial Advisors has no set account minimum.\" \"Willamette Financial Advisors has no minimum account size for opening or maintaining an account.\""
    },
    {
      "q": "What changed in Willamette Financial Advisors, LLC's recent Form ADV filings?",
      "a": "In the March 2026 filing data: Regulatory assets under management went from $151,816,783 to $117,489,047 (-23%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 100081592.0,
      "total_employees": 7,
      "filing_date": "2021-09-01"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 133608835.0,
      "total_employees": 7,
      "filing_date": "2022-02-28"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 123085191.0,
      "total_employees": 6,
      "filing_date": "2023-03-14"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 131478210.0,
      "total_employees": 6,
      "filing_date": "2024-02-29"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 151816783.0,
      "total_employees": 4,
      "filing_date": "2025-03-26"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 117489047.0,
      "total_employees": 3,
      "filing_date": "2026-02-04"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Regulatory assets under management went from $151,816,783 to $117,489,047 (-23%)."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Employees performing advisory functions went from 3 to 2."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated February 4, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "Willamette  Financial  Advisors  has  no  set  account  minimum.",
          "Willamette Financial Advisors has no minimum account size for opening or maintaining an account."
        ]
      }
    ],
    "quotes": [
      "Willamette  Financial  Advisors  has  no  set  account  minimum.",
      "Willamette Financial Advisors has no minimum account size for opening or maintaining an account."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab",
      "name_as_filed": "CHARLES SCHWAB",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/willamette-financial-advisors-llc-portland-or-173482.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 168,
      "fewer_than_5": false,
      "raum": 53056181.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 33,
      "fewer_than_5": false,
      "raum": 64432866.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/173482",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}